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Tax-Advantaged Investing with FQ Tax-Managed U.S. Equity Fund
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(of 1695 Funds) |
(of 1695 Funds) |
(of 1316 Funds) |
N/A
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Large Blend |
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Take the BITE out of capital gains.
Did you know that... - Most mutual funds make capital gains distributions in December?
- Those distributions are taxable — even if they're reinvested?
- Some mutual funds are managed to limit or eliminate these taxable gains?
If you're investing in a taxable account — which typically means a non-retirement account — it's important to consider the tax consequences of your investment.
Think tax-managed. Think Managers.
Why this fund may be a good choice for your taxable account...
The portfolio managers of the Managers AMG FQ Tax-Managed U.S. Equity Fund apply a variety of tax-sensitive investment techniques, including:
- Investing in stocks that pay below-average dividends
- Employing a buy-and-hold strategy to avoid realizing short-term capital gains
- Using tax-loss carry forwards to offset realized gains
These strategies may help reduce your chances of being hit with year-end capital gains distributions.
Consider tax-managed investing when choosing a fund for your taxable account.
Questions?
Call us toll-free at 800-548-4539 or email us at clientservices@managersinvest.com.
Disclosure
Investors should carefully consider the fund's investment objectives, risks, charges, and expenses before investing. For this and other information, please call 800.835.3879 or download a free prospectus. Read it carefully before investing or sending money.
The Fund share classes differ with regard to sales charges and Fund expenses. In choosing a Fund and class(es), investors should consider the amount they plan to invest, their investment objectives, the Fund’s investment objectives, risks, charges and expenses carefully before investing, and how long they intend to keep their money invested in the Fund and class(es). Investors should discuss their goals and choices with a registered financial professional in order to determine which share class is appropriate for them.
The above discussion should not be considered tax advice. Investors should consult a professional tax advisor.
The performance data shown represents past performance. Past performance is not a guarantee of future results. Current performance may be lower or higher than the performance data quoted. The investment return and the principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost.
For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly performance (including the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages.) The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its three-, five- and ten-year (if applicable) Morningstar Rating metric.
Morningstar Rating is for the share class indicated only (see ticker), other share classes may have different performance characteristics. The Ranking may reflect the waiver of all or a portion of the fund's fees. Without such waiver, the Rankings may have been lower.
© 2008 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
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