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Looking for the Best Tax Managed Funds

beebee
edited October 2020 in The Bullpen
Most Index funds will be tax efficient. Here's a few Vanguard Managed funds that are also tax efficient:

Vanguard Tax-Managed Capital Appreciation (VTCLX)
-The fund has outperformed more than 90% of its peers on an aftertax basis for the trailing three-, five-, and 10-year periods.

Vanguard Tax-Managed Small Cap (VTMSX)
-The fund has outperformed more than 95% of its peers on an aftertax basis for the trailing three-, five-, and 10-year periods.

Vanguard Tax-Managed Balanced Fund (VTMFX)
-The fund's portfolio consists of approximately 50% mid- and large-cap U.S. stocks, with the other 50% invested in federally tax-exempt municipal bonds.

M* Article:
morningstars-top-fund-picks-for-taxable-portfolios

FP Article:
financial-planning.com/list/top-returns-of-the-last-decade-among-tax-efficient-mutual-funds-with-etfs
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