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Some funds that use a tax managed strategy might also include index funds and muni funds. Funds that combine these two strategy (50%- S&P 500 index / LC Blend and 50% -tax free Munis) include USBLX (5*) , and VTMFX (5*/gold). USBLX holds 501 stocks and VTMFX holds 880 stocks. VTMFX has a very low (.11 ER). Comparing these two funds VTMFX gets the nod:
Yes. After 15 year period, the annual return of VTMFX is 1.13% higher than USBLX due to its lower ER. Also the tax cost ratio is better (lower values).
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