6 articles
How would my cost basis be applied to a disbursed basket of shares after maturity?
After I join the fund, is there anything I need to do for my taxes?
How is the fund's performance (NAV) calculated and reported to investors?
How does the cost basis for the redeemed portfolio get reported?
Do I get to see the value of my shares regularly?
Could an investor's contributions be forced to be sold, triggering a taxable event?