Investing

distribution date

  • Last Updated:
  • Dec 19th, 2017 4:16 pm
[OP]
Jr. Member
Mar 20, 2009
119 posts
66 upvotes

distribution date

Hi...

I would like to know the impact of buying mutual fund ( e-series) in a non-registred account?

I want to purchase a small amount this week 700-800 but I am unsure because this is the end of the year.... (meaning distribution are coming)


thank you
1 reply
Deal Addict
Mar 8, 2013
2307 posts
1070 upvotes
mathbes wrote:
Dec 18th, 2017 11:36 am
Hi...

I would like to know the impact of buying mutual fund ( e-series) in a non-registred account?

I want to purchase a small amount this week 700-800 but I am unsure because this is the end of the year.... (meaning distribution are coming)


thank you
The amount of the distribution depends on the fund. Some pay monthly, some annually. I have one that pays annually but in March. If someone is in a low tax bracket, (s)he may welcome the distribution. It all depends. The problem with waiting is that while you are avoiding the distribution, the fund may run up substantially, which is common at this time of year.

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