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Glossary

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Qualified Dividend Income
Qualified dividend income (“QDI”) is dividend income that is paid by a “qualifying” company and for which the recipient (shareholder) meets certain holding period requirements, and thereby qualifies for a favorable tax rate under the Internal Revenue Code. A qualifying company for this purpose includes any domestic company (with special rules for REITs and regulated investment companies). In order for a foreign company to be treated as a qualifying company, either its shares must be traded on a qualifying exchange or the foreign company’s country of origin must have a comprehensive income tax treaty with the United States that includes an exchange of information program.

Qualified Dividends
Dividends that meet certain IRS criteria, which allows them to be taxed at a lower rate than ordinary dividends. See "Qualified Dividend Income."

Qualified Retirement Plan
A retirement plan that meets certain IRS requirements and permits participants to defer taxes on contributions and investment earnings until withdrawal.

Quantitative Analysis
The process of determining the value of a security by examining its numerical, measurable characteristics such as revenues, earnings, margins, and market share.

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