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3 Fine Tax-Managed Funds

Susan Dziubinski: It's capital gains distribution season, and many investors may find themselves paying taxes on distributions made by funds in their taxable accounts. Investors can limit the tax burd... read more

3 Best Vanguard Funds With Active Management

passive performance is cyclical and index funds may not be the winners over the next three years. Enter the best Vanguard funds with active management ... Vanguard Tax-Managed Balanced can make a fine ... read more

Eaton Vance Tax Managed Diversified Equity Income Fund: A Closed End Fund Deserving Of Its Discount

Eaton Vance Tax Managed Diversified Equity Income Fund is ... The fund's five largest sector allocations were as follows: Although intended to invest globally 73.5% of assets were in the United States ... read more

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Two more key questions to ask when comparing mutual funds

1) What does this particular mutual fund promise to do for investors, and at what cost? 2) What can go wrong in delivering the promise? 3) Do you have to sell the ... s Balanced Fund to Vanguard’s Tax ... read more

Mutual Fund Tax Bombs

On the other hand, several well-managed funds, including Vanguard Tax-Managed Capital Appreciation and Schwab 1000 ... this account too is worth $1,100--but you've got to pay Uncle Sam $31, or 3.1% of ... read more

3 Best Vanguard Funds for Stability

Whether you are looking for a solid core holding, a reliable conservative fund or just a place to shield your hard-earned money from volatility in uncertain markets, one of these Vanguard funds can ma... read more

Why U.S. tax policy makes saving a sucker’s game.

Over the past 80 years, the average annual return on Treasury bills (a proxy for savings accounts) has been 3.7 percent per year ... you can “harvest losses,” buy “tax-managed” funds, and implement ot... read more

3 Diversified Funds for Retirement Investing

They may not be right for you, but the idea is to give you a sense of the types of funds that are out there, and the types of funds you may want to start looking at. Diversified Funds for Retirement I... read more

Looking For A Core Holding? Consider This Fund Of CEFs With A 7.41% Yield

Once those issues are factored into the mix, the S-Network Index Committee fine-tunes the list to exclude ... rankings and YTD returns: Eaton Vance Tax-Managed Global Diversified Equity Income Fund (E... read more

Vanguard consolidates five funds

The $16.3 billion Vanguard Developed Markets Index Fund will be merged with the $18.4 billion Vanguard Tax-Managed International Fund. The company explained that the funds share similar holdings and s... read more

When should I sell my mutual funds?

He adds that investors should also be on the lookout for tax inefficient funds. "You could get out if there are large inverse tax consequences," says Gabor. "That's why I like tax-managed mutual funds ... read more

Is Trump's Tax Cut Far from Real? Buy 3 Tax Managed Funds

Moreover, tax-managed funds allow investors to decide when to realize capital gains. This makes these funds excellent additions for retirement purposes. Below we highlight 3 mutual funds that offer ta... read more

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