Fri, 22 Nov 2013
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As equity funds have fewer losses to offset gains, investors with taxable accounts should closely monitor their holdings and brace for larger tax bills this year.
Vanguard's Fran Kinniry urges yield-seeking investors to use history as a guide and focus on total return instead of taking on equity and credit risk associated with popular income-producing strategies.
These warning flags merit further investigation from bond - fund investors, says Morningstar senior fund analyst Eric Jacobson.
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