Skip to Content
The Short Answer

How Tax-Efficient Is This Fund?

We walk through how to use's tax analysis tools to determine if a fund is a good fit for a taxable account.


This article was originally published on March 1, 2017.

Question: I am looking for funds for a taxable account. How can I tell if a fund is tax-efficient? 

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