Q: There are a number of ETFs offered which has a policy of using Options of up to 30% of the investment. The management fees in general is higher as it attempts to provide higher yield as well as Capital gains. As I have a few of these funds in various accounts, where can I find how much are they making in Options, Dividends and Capital gains. Will appreciate the source of such information in general for these kinds of ETFs.
5i Research Answer:
Many of these funds are new, and as such have not disclosed tax information yet. This is generally done after year end. We do not have a suggestion for a site that aggregates such info. The best source is to go to the fund manager's site directly. For example, here is the breakdown for the ETFs run by Hamilton:
https://hamiltonetfs.com/tax-information/
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