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Mona December 2012
Ted December 2012

Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.

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These Funds Are Set To Make Heft Taxable Distributions

Ted

Ted

December 2012 edited December 2012 in Fund Discussions

FYI:
Regards,
Ted
http://news.morningstar.com/articlenet/article.aspx?id=577537

Comments

Mona

December 2012

I can remember the day and not too long ago, when UMBIX under David Williams, was one of the most tax efficient managed funds.

How things change.
Ted

December 2012 edited December 2012

Dear Mona: UMBIX was a great fund in it's day.

Regards,
Ted

Lipper Snapshot (UMBIX): http://www.marketwatch.com/investing/fund/umbix

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