Use this to determine your dividends-received deduction for corporate investors.
To determine the amount that qualifies for the 70% dividends-received deduction for corporations, multiply the total ordinary distributions received during calendar year 2019 by the percentage found on the right of the appropriate fund.
|Fund Name||Percentage to Apply
to Ordinary Dividends*
|Avantis U.S. Equity||78.10%|
|Avantis U.S. Equity ETF1||100.00%|
|Avantis U.S. Small Cap Value||70.26%|
|Avantis U.S. Small Cap Value ETF1||87.17%|
|Avantis International Equity||0.00%|
|Avantis International Equity ETF1||0.00%|
|Avantis International Small Cap Value||0.00%|
|Avantis International Small Cap Value ETF1||0.00%|
|Avantis Emerging Markets Equity||0.00%|
|Avantis Emerging Markets Equity ETF1||0.00%|
* Ordinary dividends includes net investment income distributions and short-term capital gain distributions.
1 This fund is an actively managed Exchange Traded Fund (ETF) that does not seek to replicate the performance of a specified index. To determine whether to buy or sell a security, the portfolio managers consider, among other things, various fund requirements and standards, along with economic conditions, alternative investments, interest rates and various credit metrics. If the portfolio manager considerations are inaccurate or misapplied, the fund's performance may suffer.
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This information is for educational purposes only and is not intended as tax advice. Please consult your tax advisor for more detailed information or for advice regarding your individual situation.