Intercorporate dividends-received information for corporations
Intercorporate dividends-received information for corporations
Important tax information for 2017 Listed below are Vanguard funds that, as of the latest fiscal year-end, had ordinary income (i.e., dividend income plus short-term capital gains, if any) that would qualify for the intercorporate dividends-received deduction for 2017. The right column lists the percentage of each fund's qualifying ordinary income.
For more information, please contact Vanguard Financial Advisor ServicesTM at 800-997-2798 Monday through Friday from 8:30 a.m. to 7 p.m., Eastern time. Although our representatives are qualified to provide information about Vanguard investment products and services, they cannot provide tax advice. Advisors should consult an independent tax advisor regarding more complex tax situations.
Vanguard fund
500 Index Alternative Strategies Fund Balanced Index Capital Opportunity Capital Value Consumer Discretionary Index Consumer Staples Index Convertible Securities Diversified Equity Dividend Appreciation Index Dividend Growth Energy Energy Index Equity Income ExplorerTM Explorer ValueTM Extended Market Index Financials Index FTSE Social Index Global Equity Global Minimum Volatility Growth and Income Growth Index Health Care Health Care Index High Dividend Yield Index Industrials Index Information Technology Index Institutional Index
Percentage of qualifying income
94.7% 100.0 48.6 91.6 77.7 90.4 100.0 12.1 60.0 95.9 72.3 62.1 95.6 82.0 15.3 41.8 63.4 100.0 96.2 40.9 34.2 46.6 86.7 45.3 98.0 99.6 97.9 100.0 94.1
Vanguard fund
Percentage of qualifying income
Institutional Target Retirement 2010
19.5%
Institutional Target Retirement 2015
21.9
Institutional Target Retirement 2020
26.1
Institutional Target Retirement 2025
29.4
Institutional Target Retirement 2030
32.7
Institutional Target Retirement 2035
35.8
Institutional Target Retirement 2040
39.0
Institutional Target Retirement 2045
40.0
Institutional Target Retirement 2050
39.9
Institutional Target Retirement 2055
39.8
Institutional Target Retirement 2060
40.0
Institutional Target Retirement 2065
44.7
Institutional Target Retirement Income
16.2
Institutional Total Stock Market Index
83.6
Large-Cap Index
94.1
LifeStrategy? Conservative Growth
16.6
LifeStrategy Growth
33.7
LifeStrategy Income
6.7
LifeStrategy Moderate Growth
25.0
Managed Payout
28.0
Market Neutral Materials Index
100.0 95.6
Mega Cap Growth Index
91.1
Mega Cap Index
95.8
Mega Cap Value Index
97.8
Mid-Cap Growth
100.0
Mid-Cap Growth Index
71.0
Mid-Cap Index
80.1
Mid-Cap Value Index
82.1
MorganTM Growth
64.8
(over)
Vanguard fund
Precious Metals and Mining PRIMECAP PRIMECAP Core Russell 1000 Growth Index Russell 1000 Index Russell 1000 Value Index Russell 2000 Growth Index Russell 2000 Index Russell 2000 Value Index Russell 3000 Index S&P 500 Growth Index S&P 500 Value Index S&P Mid-Cap 400 Growth Index S&P Mid-Cap 400 Index S&P Mid-Cap 400 Value Index S&P Small-Cap 600 Growth Index S&P Small-Cap 600 Index S&P Small-Cap 600 Value Index Selected Value Small-Cap Growth Index Small-Cap Index Small-Cap Value Index STAR? Strategic Equity Strategic Small-Cap Equity Structured Broad Market Structured Large-Cap Equity
Percentage of qualifying income
7.4% 85.5 95.4 95.7 93.2 91.9 78.8 69.0 66.1 91.8 98.7 97.3 84.3 79.9 81.4 88.5 85.1 92.8 56.9 53.1 63.1 68.7 18.6 53.7 38.2 77.3 96.6
Vanguard fund
Percentage of qualifying income
Target Retirement 2010 Target Retirement 2015 Target Retirement 2020 Target Retirement 2025 Target Retirement 2030 Target Retirement 2035 Target Retirement 2040 Target Retirement 2045 Target Retirement 2050 Target Retirement 2055 Target Retirement 2060 Target Retirement 2065 Target Retirement Income Tax-Managed Balanced (applies to taxable ordinary income only) Tax-Managed Capital Appreciation Tax-Managed Small-Cap Telecommunication Services Index Total Stock Market Index Total World Stock Index U.S. Growth U.S. Value Utilities Index Value Index Wellesley? Income WellingtonTM WindsorTM Windsor II
18.1% 21.4 24.9 27.8 30.9 34.6 37.2 38.3 38.7 39.1 39.1 44.9 15.2 95.3
97.4 93.4 92.7 90.3 34.3 100.0 54.7 100.0 97.6 31.3 40.3 64.9 68.1
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