FYI: It's capital gains distribution season, and many investors may find themselves paying taxes on distributions made by funds in their taxable accounts. Investors can limit the tax burden in their taxable accounts by favoring low-turnover, market-cap-weighted index funds and ETFs, which are generally pretty tax efficient. But for those seeking even more tax protection, tax-managed funds may fit the bill. Here to share three of his favorite tax-managed funds is Adam McCullough. He is an analyst in our manager research group focusing on passive strategies.
Regards,
Ted
https://www.morningstar.com/videos/901359/3-fine-taxmanaged-funds.html
