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3 Fund Ideas for a Tax-Efficient Portfolio

Index funds aren't the only vehicles suitable for taxable accounts, and Morningstar's Russ Kinnel offers three names that can help minimize the tax hit.

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Top Category Return %

China Region Volatility Pacific/Asia ex-Japan Stk
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1-Mo 4.58 3.40 2.88
1-Yr 17.22 -- 15.80
3-Yr 3.21 -- 3.99

Bottom Category Return %

Trading-Inverse Equity Commodities Broad Basket Utilities
View More Return Periods
1-Mo -6.79 -3.86 -3.77
1-Yr -29.80 2.89 15.13
3-Yr -22.34 -6.63 13.42

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Fund Family Research & Data

Vanguard | 110 Funds

Asset Class Average
Morningstar Rating
% of Assets
Data as of 06/30/2014
Domestic Stock 4.1 47.88
International Stock 3.1 9.70
Municipal Bond 3.8 4.50
Taxable Bond 3.4 18.09

American Funds | 58 Funds

Asset Class Average
Morningstar Rating
% of Assets
Data as of 06/30/2014
Domestic Stock 3.3 37.66
International Stock 3.6 28.36
Municipal Bond 3.3 1.53
Taxable Bond 2.2 6.98

Fidelity Investments | 359 Funds

Asset Class Average
Morningstar Rating
% of Assets
Data as of 06/30/2014
Domestic Stock 3.5 47.92
International Stock 3.6 10.76
Municipal Bond 3.9 1.95
Taxable Bond 3.5 14.34

PIMCO | 91 Funds

Asset Class Average
Morningstar Rating
% of Assets
Data as of 06/30/2014
Domestic Stock 4.4 1.49
International Stock 3.6 3.28
Municipal Bond 1.9 0.33
Taxable Bond 3.8 75.38

Franklin Templeton Investment Funds | 113 Funds

Asset Class Average
Morningstar Rating
% of Assets
Data as of 10/31/2013
Domestic Stock 3.3 12.33
International Stock 3.4 16.19
Municipal Bond 3.2 14.20
Taxable Bond 3.8 24.23

T. Rowe Price | 125 Funds

Asset Class Average
Morningstar Rating
% of Assets
Data as of 06/30/2014
Domestic Stock 4.1 43.54
International Stock 3.2 9.58
Municipal Bond 4.0 2.83
Taxable Bond 3.4 12.37