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The Short Answer

How Tax-Efficient Is This Fund?

We walk through how to use Morningstar.com's tax analysis tools to determine if a fund is a good fit for a taxable account.

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This article was originally published on March 1, 2017.

Question: I am looking for funds for a taxable account. How can I tell if a fund is tax-efficient? 

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