Exchange Currency

tax-efficient fund

A mutual fund with the focus of reducing tax liability of participating shareholders through investing in tax-free and low tax investments, keeping stocks for more than one year and avoiding dividend-paying stocks.

Related information about tax-efficient fund:
  1. Principles of Tax-Efficient Fund Placement - Bogleheads
    Nov 20, 2012 ... All investors must pay their fair share of taxes. Investors should also know that the tax code recognizes different sources of investment income ...
     
  2. Tax-Efficient Fund Definition | Investopedia
    A mutual fund in which structure and operations are based on reducing the tax liability that its shareholders face. Reducing the tax liability of a fund is done in ...
     
  3. Is Your Tax-Efficient Fund Ripping You Off? - CBS News
    Mar 31, 2010 ... A fund's tax-efficiency is an important consideration in choosing an investment. But a fund that appears to be tax efficient might be earning that ...
     
  4. Tax Efficient Funds - T. Rowe Price
    Investors who are interested in maximizing the after-tax returns of their mutual fund holdings may wish to consider investing in a tax-efficient fund. Tax-efficient ...
     
  5. Tax-Efficient Fund - Financial Dictionary - The Free Dictionary
    A mutual fund that invests in securities thought to give fund shareholders the least possible tax liability. Common securities in which a tax-efficient fund invests ...
     
  6. Exploring The Bogleheads Wiki: Principles of Tax-Efficient Fund ...
    Dec 1, 2011 ... In our previous columns we talked about how many investors are unaware of the existence of the Bogleheads wiki. It's probably the most ...
     
  7. Tax-Efficient Fund Definition & Example | InvestingAnswers
    We explain the definition of Tax-Efficient Fund, provide a clear example of how it works and explain why it's an important concept in business, finance ...
     
  8. Mutual Funds: Tax-Efficient Funds - TheStreet
    Oct 19, 2005 ... The ever-accommodating fund world has created an offering that addresses these taxing matters: the tax-efficient fund. Tax-efficient funds ...