The following percentages may be applied to your long term capital gain amount in Box 2a. for calculating the qualified 5-year gain (Box 2c). This amount qualifies for the new lower capital gains rate of 8% for shareholders in the 15% tax bracket.
This amount must be reported on Schedule D (Form 1040). See the Schedule D (Form 1040) for Instructions.
| Equity Growth |
100.00% |
| Small Cap Value |
9.40% |
| Large Cap Value |
58.40% |
| Total Return Advantage |
0.00% |
| Michigan Municipal Bond |
50.60% |
| Core Equity |
0.00% |
|
