Investors can employ tax-loss harvesting strategies at year-end to reduce their overall tax liabilities. By purchasing an ETF that is highly correlated to the sold security, an investor can help reduce cash drag on the portfolio and/or an inadvertent underweight to a particular sector by getting invested again immediately and maintaining desired exposures.
Learn more about income characteristics and income oriented investments.
- Estimated 2012 Annual Capital Gains Distributions for iShares Funds
Managing Taxes - The iShares Funds Advantage
Brochure: 2 pages
2012 Estimated Distribution Tax Characteristics
Brochure: 11 pages
2011 Distribution Tax Characteristics
Report: 8 pages
2010 Distribution Tax Characteristics
Report: 6 pages