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Your Mutual Fund Could Deliver an Unexpected Tax Hit. How to Prevent It.

Por: MarketWatch Business November 24, 2023

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Sadly, it isn’t an isolated example. Hefty taxable mutual fund distributions are occurring as investors sell mutual funds to buy cheaper, more tax-efficient exchange-traded funds. Sales of mutual fund shares force fund managers to sell the underlying portfolios’ appreciated stocks, . Fund Outflows Can Lead to Big Tax BillsMorningstar identifies mutual funds with large 2023 taxable distributions. Fund / Ticker Estimated Distributions (% per... + full article



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