mutual fund tax issues

Below is a synopsis of this investment report:

• Mutual funds are riddled with unfavorable tax rules, and their inefficiencies are one of the many reason that the Investment Committee chooses to avoid using them for our strategies.
• Two examples of these inefficiencies involve deducting losses and realizing capital gains on trades within mutual funds.
• The Investment Committee strongly urges investors to reconsider the use of mutual funds given their propensity to frustrate their holders around tax time every year.

 

For full access to the investment report titled “A Deeper Dive Into Mutual Fund Tax Issues”, please contact us.