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.
Christine Benz: Hi, I'm Christine Benz for Morningstar.com. Savvy investors focus on what they can control, and one of those factors is putting tax-efficient investments in their taxable accounts. Joining me to share some ideas is Russ Kinnel. He's director of manager research for Morningstar.
Russel Kinnel does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.