Qualified dividend income

The tables show the percentage of dividend and net short-term capital gain distributions, by fund and share class, that are eligible for reduced tax rates as "qualified dividend income" (QDI). Equity and balanced funds are likely to distribute QDI to shareholders; money market and bond funds won’t distribute QDI.

2024 year-end QDI figures will be available early 2025.

Select a year
Fund name Symbol QDI figures
for dividends 		QDI figures for short-
term capital gains 		QDI estimates

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