Aftertax · Portfolios

Portfolios

Summary of paid-history deltas, the combined distribution ledger, and announced-but-unpaid distributions.

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Portfolio value

Tax rates

These rates apply to every fund in the compare.

Federal ordinary income

Federal LTCG

Federal STCG

Qualified dividend (QDI)

State

Combine state with federal (effective rate = federal + state)

Current allocation

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