MUTUAL-FUND TAX DODGE On average, domestic mutual funds lose 2.5% of their total returns to capital-gains taxes, and few companies advertise their aftertax performance. Vanguard has become the first big firm to do so; others may follow. Until then, tax-minded investors--those investing outside an IRA or 401(k)--can find about 30 funds that are actively managed to minimize the tax hit. Here are a few top performers:
TOP TAX-MANAGED FUNDS
Total Return Lost to Fund One Year* Taxes
Standish Small Cap 57% 0% Tax-Sensitive
Eaton Vance 40% 0% Tax-Mgd Intl GrA
Bridgeway Ultra- 37% 1% Large 35 Index
Vanguard...
To continue reading:
or
Log-In
