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Regarding mfopremium and Total Return, it reports APR % / yr and the definition at https://www.member.mfopremium.com/definitions/ says:
"Annualized Percent Return (APR)
A fund’s annualized average rate of total return each year over period evaluate…
@dtconroe
Regarding Tax Cost Ratio (TCR), I don't recall what tax rate / bracket M* uses to calculate the value. The definition M* provides is silent on the topic. For munis, with a TCR of 0% the issue is moot. Perhaps I don't understand TCR full…
@dtconroe
Regarding Tax Cost Ratio (TCR), I don't recall what tax rate / bracket M* uses to calculate the value. The definition M* provides is silent on the topic. For munis, with a TCR of 0% the issue is moot. Perhaps I don't understand TCR full…
@Crash,
VWALX/VWAHX is very different from PRSNX. VWALX is a domestic municipal bond fund whose dividends are federal tax exempt while PRSNX is a hedged global bond fund whose dividends are federally taxable. Depending on one's tax situation this…
