Compare Effective Tax Rate Across Equities
You can use any or all of fundamental ratio historical patterns as a complementary method for asset selection as well as a tool for deciding entry and exit points. Many technical investors use fundamentals to limit their universe of possible positions. Check out your portfolio center.
Cross Equities Effective Tax Rate Analysis
Select Fundamental
2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
STT | 0.3627 | 0.2429 | 0.2549 | 0.2048 | 0.172 | 0.1384 | (0.0104) | 0.2491 | 0.1334 | 0.1648 | 0.1652 | 0.1507 | 0.1662 | 0.1606 | 0.31 |
BK | 0.3851 | 0.2897 | 0.2359 | 0.4095 | 0.2517 | 0.2392 | 0.2491 | 0.1076 | 0.1076 | 0.2005 | 0.1885 | 0.1887 | 0.2308 | 0.1957 | 0.33 |
SEIC | 0.3667 | 0.3512 | 0.3686 | 0.3374 | 0.3491 | 0.3373 | 0.3435 | 0.274 | 0.1764 | 0.2059 | 0.2135 | 0.212 | 0.2196 | 0.2226 | 0.36 |
AMG | (0.1667) | 0.2057 | 0.1692 | 0.2247 | 0.2249 | 0.2356 | 0.2417 | 0.0547 | 0.2541 | 0.0094 | 0.1601 | 0.22 | 0.2052 | 0.1698 | 0.3 |
TROW | 0.497 | 0.3817 | 0.3843 | 0.3839 | 0.3862 | 0.3892 | 0.3604 | 0.3688 | 0.2583 | 0.2317 | 0.2217 | 0.2243 | 0.2559 | 0.2629 | 0.41 |
IVZ | 0.3402 | 0.3151 | 0.3167 | 0.2684 | 0.28 | 0.2922 | 0.2804 | 0.1877 | 0.2241 | 0.2416 | 0.2447 | 0.2124 | 0.2582 | 0.293 | 0.39 |
AMP | 0.2626 | 0.2563 | 0.2706 | 0.2497 | 0.214 | 0.2124 | 0.1746 | 0.3315 | 0.1554 | 0.1519 | 0.1622 | 0.1761 | 0.1958 | 0.2096 | 0.28 |
BEN | 0.4847 | 0.2848 | 0.2828 | 0.2927 | 0.305 | 0.2969 | 0.2979 | 0.6647 | 0.2684 | 0.2267 | 0.143 | 0.2291 | 0.2206 | 0.2615 | 0.35 |
JHG | 1.1053 | (1.6077) | (0.0385) | 9.0E-4 | 0.0642 | 0.0399 | 0.2126 | (0.4716) | 0.2451 | 0.2362 | 0.2458 | 0.2508 | 0.2688 | 0.1903 | 0.2 |
NTRS | 0.0937 | 0.317 | 0.3074 | 0.32 | 0.3179 | 0.3353 | 0.3194 | 0.2662 | 0.205 | 0.2324 | 0.257 | 0.2312 | 0.2436 | 0.2441 | 0.23 |
ARES | 0.031 | 0.031 | 0.0207 | 0.0679 | 0.0202 | 0.234 | 0.037 | 0.1538 | 0.1747 | 0.1232 | 0.1449 | 0.1383 | 0.1407 | 0.1298 | 0.088 |
State Street Corp, Bank of New York, and SEI Investments Effective Tax Rate description
Effective Tax Rate is the average rate at which entities pre-tax profits are taxed by the government. The effective tax rate is computed by dividing companies total tax expenses by companies earnings before taxes.Trending Themes
If you are a self-driven investor, you will appreciate our idea-generating investing themes. Our themes help you align your investments inspirations with your core values and are essential building blocks of your portfolios. A typical investing theme is an unweighted collection of up to 20 funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of equities with common characteristics such as industry and growth potential, volatility, or market segment.Macroaxis Index Invested few shares | ||
Business Services Invested few shares | ||
Disruptive Technologies Invested one share | ||
Alternative Energy Invested over 20 shares | ||
Corona Opportunity Invested one share | ||
Momentum Invested few shares | ||
Rentals Invested one share | ||
Driverless Cars Invested few shares | ||
Artificial Intelligence Invested few shares | ||
Tech Growth Invested over 90 shares | ||
Check out your portfolio center.Note that this page's information should be used as a complementary analysis to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.
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