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The Short Answer

Should You Bother With a 'Tax-Managed' Fund?

Tax-managed funds don't guarantee tax efficiency, but they can be a good choice for taxable investors.

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This article is part of Morningstar's Tax Relief Week special report. 

Question: Why would someone invest in a tax-managed fund? Are they more tax efficient than index funds?

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Karen Wallace does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.