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.

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

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