Posts Tagged ‘holdings’

Funds with High Active Share Could Outperform

During Periods of Heightened Market Volatility In early 2018, the New York Attorney General reached an agreement with 13 major fund firms, requiring them to share how much their funds are actively managed.[i]  The information – called active share – can help investors stay informed as to how much active management they’re receiving compared to…

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Avoid Surprises Related to Mutual Fund Distributions

Like individual stocks, investors are required to pay on gains realized from mutual fund holdings. However, the process of identifying mutual fund gains and calculating how much is owed on those gains is much less straightforward than the process for individual stocks. Understanding the types of mutual fund distributions, how they are taxed, and the…

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