Morningstar's Top Fund Picks for Taxable Portfolios
Traditional mutual funds and ETFs for tax-efficient exposure to domestic and international stocks as well as bonds.
Note: This article is part of Morningstar's 2020 Portfolio Tuneup week. An earlier version of this article appeared on Jan. 30, 2019.
The typical large-blend fund in Morningstar's database posted an annualized return of 12% over the past decade. Meanwhile, the median tax-cost ratio of that same group of funds was 1.3%.
Christine Benz does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.