Sentence examples for identical fund from inspiring English sources

Exact(4)

You do that by switching into a similar (but not identical) fund.

Mutual funds are trickier; the IRS has never defined what a "substantially identical" fund is.

Other 401(k) investors can get an identical fund at less than half the cost.

Here the IRS hasn't issued guidance, so there's disagreement on what qualifies as a substantially identical fund.

Similar(56)

Comparing the performance of a Dibs-funded programme with an identical programme funded up-front, can show the value of the Dibs-based payment structure, and reveal how service models evolve in response to market-based incentives.

Indeed, the Huangs have just started to compare their respective 401 k)s; they discovered that they each own a handful of identical growth funds, but don't have any value funds.

That depends on the likelihood of substantially similar (but not identical) index funds or ETFs getting around the IRS wash sale rules.

Variable annuities are a combination of insurance and stock and bond funds virtually identical to mutual funds.

And you and your spouse can't both fund identical trusts for each other.

Jenkyn-Jones runs an almost identical open-ended fund with the same name and 17.5 million pounds of assets on the Irish stock exchange.

If hedge funds look like banks' trading operations, that is because they are indeed all but identical: many hedge funds started life when a bank's traders decided that they could make more working for themselves than punting the bank's capital.

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