Attractive After-Tax Tickers
Taxes are one of two certainties in life (we won’t talk about the other one). Strategies that can minimize the taxes fundholders pay on distributions allow more of their investment to compound over time. The list contains funds with attractive performance, relative fees, and tax profiles on distributions compared with peers.
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|
Name
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Medalist Rating
Overall
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Total Return
5 Year
|
Total Return Rank in Category
5 Year
|
|---|---|---|---|---|---|---|---|
| 1290 SmartBeta Equity A
TNBAX
| Global Large-Stock Blend | 1.100% | Below Average | 9.70% | 42 | ||
| 1290 SmartBeta Equity R
TNBRX
| Global Large-Stock Blend | 1.350% | Average | 9.43% | 47 | ||
| 1919 Socially Responsive Balanced A
SSIAX
| Moderate Allocation | 0.980% | Below Average | 10.16% | 9 | ||
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CBMP
| Moderate Allocation | 1.710% | Average | 9.39% | 12 | ||
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QHWN
| Moderate Allocation | 0.730% | Average | 10.47% | 6 | ||
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CKFCK
| Muni National Short | 0.500% | Average | 1.31% | 30 | ||
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STLDK
| High Yield Muni | 0.550% | Average | 1.55% | 37 | ||
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RHXLNW
| High Yield Muni | 0.550% | Average | 1.54% | 38 | ||
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SLCCXJ
| Miscellaneous Fixed Income | — | — | Low | 1.92% | 4 | |
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SPGG
| Muni Single State Short | 0.510% | Average | 1.36% | 7 | ||
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RRVPZN
| Muni National Short | 0.440% | Below Average | 1.39% | 25 | ||
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ZMHMM
| Muni National Short | 0.410% | Average | 1.40% | 24 | ||
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YLWSDW
| Muni Single State Short | 0.510% | Average | 1.16% | 13 | ||
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WRCQ
| Foreign Large Blend | 0.750% | Below Average | 5.30% | 70 | ||
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CLHVKF
| Foreign Small/Mid Blend | 1.090% | Below Average | 4.65% | 60 | ||
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JQRSYT
| Large Growth | 0.850% | Low | 16.93% | 29 | ||
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GZBK
| Large Growth | 0.600% | Below Average | 17.22% | 26 | ||
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TJYTC
| Large Growth | 0.590% | Below Average | 17.20% | 26 | ||
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BHBFJ
| Large Growth | 0.980% | Below Average | 16.80% | 31 | ||
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HTMZSQ
| Large Growth | 1.220% | Average | 16.46% | 36 | ||
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QSTJC
| Large Growth | 0.520% | Below Average | 17.30% | 24 | ||
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TRYXH
| Muni National Short | 0.500% | Average | 3.14% | 1 | ||
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FMSPB
| Muni California Intermediate | 0.750% | Average | 1.42% | 14 | ||
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JMXWH
| Muni California Intermediate | 0.500% | Average | 1.68% | 11 | ||
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KMXCP
| Muni Single State Interm | 0.530% | Average | — | — |