Attractive After-Tax Tickers
Taxes are one of two certainties in life (we won’t talk about the other one). Strategies that can minimize the taxes fundholders pay on distributions allow more of their investment to compound over time. The list contains funds with attractive performance, relative fees, and tax profiles on distributions compared with peers.
|
Name
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Medalist Rating
Overall
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Total Return
5 Year
|
Total Return Rank in Category (Day End)
5 Year, Day End
| |
|---|---|---|---|---|---|---|---|---|
| abrdn Emerging Markets ex-China Fund Class A
GLLAX
| Diversified Emerging Markets | 1.270% | Below Average | 9.70% | 14 | |||
| abrdn Emerging Markets ex-China Fund Institutional Class
GWLIX
| Diversified Emerging Markets | 0.900% | Below Average | 10.11% | 13 | |||
| Alger Focus Equity Fund Class Y
ALGYX
| Large Growth | 0.610% | Below Average | 15.99% | 1 | |||
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QJRYM
| Large Blend | 0.930% | Below Average | 12.83% | 11 | |||
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TSBSVG
| Large Blend | 0.620% | Below Average | 13.18% | 8 | |||
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HPRCC
| Small Blend | 0.910% | Low | 9.78% | 10 | |||
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WDSKC
| Small Blend | 0.500% | Low | 10.12% | 9 | |||
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CMWQK
| Small Blend | 0.600% | Low | 10.01% | 9 | |||
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TTSLD
| Miscellaneous Fixed Income | — | — | 0.000% | Low | 1.32% | — | |
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TDRRZ
| Muni Minnesota | 0.520% | Below Average | 0.73% | 7 | |||
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XKDRR
| Muni Pennsylvania | 0.490% | Low | 0.62% | 1 | |||
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YMNLS
| Equity Precious Metals | 1.090% | Below Average | 25.34% | 2 | |||
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QQZWQL
| Equity Precious Metals | 1.840% | Below Average | 24.40% | 3 | |||
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RCJXQ
| Equity Precious Metals | 0.780% | Below Average | 25.71% | 1 | |||
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BTDRV
| Muni California Long | 0.270% | Low | 0.30% | 34 | |||
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QKZVC
| High Yield Muni | 0.440% | Below Average | 1.58% | 7 | |||
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LCJHG
| High Yield Muni | 0.330% | Low | 1.69% | 5 | |||
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TQWMHW
| Muni National Intermediate | 0.300% | Low | 1.55% | 5 | |||
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FBKDCB
| Muni National Long | 0.300% | Low | 1.60% | 2 | |||
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YMHBC
| Muni National Intermediate | 0.300% | Low | 2.27% | 1 | |||
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RTPHBZ
| Real Estate | 0.800% | Below Average | 3.19% | 7 | |||
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CJWQW
| Real Estate | 0.800% | Below Average | 3.18% | 7 | |||
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YFSSF
| Muni National Intermediate | 0.440% | Below Average | 1.66% | 2 | |||
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CFQRPQ
| Muni California Long | 0.400% | Low | 1.06% | 1 | |||
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RJJBY
| Muni California Long | 0.450% | Below Average | 0.99% | 1 |
United States