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  2. Vanguard Gave Out Money This Year. Did You Miss Out? - AOL

    www.aol.com/finance/heres-additional-income...

    A pair of Vanguard funds that invest in health care produced the largest capital gains for investors: $3.20 and $7.58 per share. Tips for Investing in Mutual Funds

  3. Vanguard Evaluates Tax-Loss Harvesting Strategy to Offset ...

    www.aol.com/vanguard-evaluates-tax-loss...

    The post Vanguard Evaluates Tax-Loss Harvesting Strategy to Offset Capital Gains: Is It Worth It? appeared first on SmartReads by This is the takeaway from a recent study released by Vanguard.

  4. Vanguard to pay $106 million in SEC accord after saddling ...

    www.aol.com/news/vanguard-pay-106-million-sec...

    (Reuters) -Vanguard Group will pay $106.4 million to settle U.S. Securities and Exchange Commission charges alleging it failed to disclose important tax information about its popular target-date ...

  5. Putnam Investments - Wikipedia

    en.wikipedia.org/wiki/Putnam_Investments

    Putnam Investments is an investment management firm founded in 1937 by George Putnam, who established one of the first balanced mutual funds, The George Putnam Fund of Boston. Headquartered in Boston, Massachusetts, it has offices in London, Tokyo, Frankfurt, Sydney, and Singapore. [2] Putnam is currently a subsidiary of Franklin Templeton ...

  6. 9 Facts About Mutual Fund Capital Gains - AOL

    www.aol.com/news/9-facts-mutual-fund-capital...

    Investors are likely to receive mutual fund capital gains distributions, along with a capital gains tax bill reflecting their profits -- especially because of sizable gains in the S&P 500 this year.

  7. Taxation of private equity and hedge funds - Wikipedia

    en.wikipedia.org/wiki/Taxation_of_private_equity...

    Structure of a private equity or hedge fund, which shows the carried interest and management fee received by the fund's investment managers. The general partner is the financial entity used to control and manage the fund, while the limited partners are the individual investors who receive their return as capital interest. [1]

  8. PanAgora Asset Management - Wikipedia

    en.wikipedia.org/wiki/PanAgora_Asset_Management

    In 2004, Eric Sorensen joined PanAgora from Putnam Investments and is currently the president and CEO of the firm. [12] In the same year, Putnam Investments acquired an additional 30% stake of PanAgora from Ippon Life increasing its holding to 80%. [13] In 2018, Putnam Investments acquired the remaining 20% stake of PanAgora from Nippon Life. [14]

  9. 4 Putnam Funds That Should Be on Your Buy List - AOL

    www.aol.com/news/4-putnam-funds-buy-list...

    Below we share with you four top-ranked Putnam mutual funds. Each has earned a Zacks Mutual Fund Rank 1 (Strong Buy) 4 Putnam Funds That Should Be on Your Buy List