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Taxable fund distributions are a significant issue for many investors, as nearly 50% of the assets held in open-end mutual funds are in taxable accounts.


Our 11-page ManagersInsight white paper, "The Impact of Taxes on Mutual Fund Distributions," is the latest report from the Research and Analysis team at Managers Investment Group on this important topic.

In this white paper you will find:

 

  • A general overview of mutual fund distributions
  • A look at recent distribution trends
  • What money managers can do to limit the performance drag from taxes
  • What investors should look for when investing in a taxable account.
Download your free copy now or order a copy by calling 800.368.4410.

Looking for a tax-advantaged mutual fund?
Learn why FQ Tax-Managed U.S. Equity Fund may be a good choice for your taxable account.


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 above discussion should not be considered tax advice. Investors should consult a professional tax advisor.

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