Strasmore Research

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When Do Mutual Funds Pay Dividends?

Mutual funds pay dividends monthly, quarterly or annually, and hand out capital gains once in December. See the calendar, the NAV drop and the tax trap.

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When Do Mutual Fund Trades Settle?

Mutual fund settlement runs on a different clock than fund pricing. Walk a sale through both clocks, day by day, and see when the cash is really yours.