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
|
|---|---|---|---|---|---|---|---|
| 1919 Socially Responsive Balanced A
SSIAX
| Moderate Allocation | 0.980% | Below Average | 10.29% | 7 | ||
| AB Impact Municipal Income
ABIMX
| Miscellaneous Fixed Income | — | — | Low | 1.95% | 4 | |
| AB Intermediate Diversified Muni Adv
AIDYX
| Muni National Short | 0.440% | Below Average | 1.42% | 14 | ||
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QWSHPM
| Muni Massachusetts | 0.520% | Below Average | 1.22% | 4 | ||
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JFJZS
| Large Blend | 0.960% | Below Average | 15.57% | 12 | ||
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NZXVZK
| Large Blend | 0.650% | Below Average | 15.95% | 9 | ||
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SRDH
| High Yield Muni | 0.510% | Below Average | 1.65% | 34 | ||
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DJKYBD
| Equity Precious Metals | 0.790% | Below Average | 8.51% | 40 | ||
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JFCTF
| Muni California Long | 0.300% | Low | 1.43% | 20 | ||
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XJZFT
| Muni California Long | 0.270% | Low | 1.48% | 16 | ||
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WXRVSG
| Moderately Conservative Allocation | 1.340% | Below Average | 5.65% | 10 | ||
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KBLHVH
| Diversified Emerging Mkts | 0.680% | Low | 6.92% | 13 | ||
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VHZHW
| Diversified Emerging Mkts | 0.620% | Low | 6.99% | 12 | ||
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RKLFC
| Diversified Emerging Mkts | 0.720% | Low | 6.88% | 13 | ||
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ZGLM
| High Yield Muni | 0.410% | Below Average | 2.48% | 5 | ||
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HQPMT
| High Yield Muni | 0.300% | Low | 2.59% | 1 | ||
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BVVGH
| Small Value | 0.830% | Below Average | 15.30% | 2 | ||
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CFJN
| Muni National Interm | 0.460% | Below Average | 1.80% | 2 | ||
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XFXR
| Real Estate | 0.800% | Below Average | 7.99% | 2 | ||
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NWKYYF
| Real Estate | 0.800% | Below Average | 7.95% | 3 | ||
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LXKMJN
| China Region | 0.990% | Below Average | 1.55% | 21 | ||
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SWBDR
| China Region | 0.940% | Below Average | 1.59% | 21 | ||
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PMRNZ
| Small Value | 0.860% | Below Average | 15.49% | 2 | ||
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LKNGS
| Muni National Interm | 0.440% | Below Average | 1.43% | 10 | ||
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QJCPY
| Muni National Interm | 0.490% | Below Average | 1.40% | 13 |