3 Fine Tax-Managed Funds
These fund picks fit the bill when it comes to seeking more tax protection.
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Mentioned: DFA Tax-Managed US Targeted Value (1100110523)
, Vanguard Tax-Managed Small Cap Adm (VTMSX)
, Vanguard Tax-Managed Capital App Adm (VTCLX)
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 burden in their taxable accounts by favoring low-turnover, market-cap-weighted index funds and ETFs, which are generally pretty tax efficient. But for those seeking even more tax protection, tax-managed funds may fit the bill. Here to share three of his favorite tax-managed funds is Adam McCullough. He is an analyst in our manager research group focusing on passive strategies.
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Adam McCullough does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.