Skip to Content
Premium Article

Funds Should Reveal Aftertax Returns, SEC Says

Proposed rules would make firms include data in shareholder reports.

Mentioned:

A proposal by federal regulators would require mutual funds to show investors how much taxes cut into their returns, whether they hold or sell their shares.

The investment management division of the Securities and Exchange Commission recommended Wednesday that the agency make funds reveal aftertax returns for one-, five- and 10-year periods in their prospectuses and annual reports.

This article is exclusive to Morningstar Premium members.

Start a 14-Day Free Trial

Dan Culloton does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.