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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?

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