In the table below indicate how each of the key terms affects a mutual fund investment and

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In the table below indicate how each of the key terms affects a mutual fund investment and how each would be taxed. 

Key Term

Effect on a Mutual fund Investment

Type of Taxation

Income dividends



Capital gain distributions



Capital gains



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Focus On Personal Finance

ISBN: 9780077861742

5th Edition

Authors: Jack R. Kapoor, Les R. Dlabay Professor, Robert J. Hughes, Melissa Hart

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