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Wash Sale Questions

Soupkitchen
in Fund Discussions
Thinking of selling VASIX, Vanguard Life Strategy Income to take advantage of selling for a tax loss. It is an 80/20 Bond/Stock fund which holds US and Foreign bond indexes as well as US and foreign stock indexes. Would it be considered a wash sale if I were to invest without waiting 30 days in either US intermediate bond funds (which I already have) and/or US high yield bonds? Also will be selling MAPIX for a tax loss. It's an exclusively Asian stock fund. Would I avoid a wash sale by investing in CIBFX (without waiting 30 days) American Funds Capital Income Builder? Thanks all.

Comments

  • yogibearbullyogibearbull
    The mentioned switches won't cause wash sales. Even the asset classes are different.

    I am not suggesting the following, but somewhat similar switches could be:
    A switch from VASIX to VTINX.
    As MAPIX has become more growthy now under a newer manager, a switch from MAPIX to another Matthews fund.
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