Funds to keep the tax man at bay
Article Abstract:
The funds with negative potential capital gains exposure helps the investor to defer paying taxes on gains until they sell their fund shares. Janus Mercury JAGIX, Weitz Hickory WEHIX, Harbor Capital Appreciation HACAX and FPA Paramount FPRAX are some of the good funds that have lost money in the recent years.
Publication Name: Morningstar FundInvestor
Subject: Personal finance
ISSN: 1099-0402
Year: 2005
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Why those bogies are tough to beat
Article Abstract:
The performance of the three portfolios that were designed to suit investors with variety of goals and horizons are presented. The model portfolios were returned as their inceptions lag their benchmarks, but they haven't consistently beaten their indexed alternatives.
Publication Name: Morningstar FundInvestor
Subject: Personal finance
ISSN: 1099-0402
Year: 2005
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Who's ready to rebound? A look at the potential comeback kids of 2005
Article Abstract:
Some funds that did not perform well in 2004 are featured as they are expected to bounce back in 2005. These fundinvestor portfolios are designed to suit the needs of various investors and time horizons.
Publication Name: Morningstar FundInvestor
Subject: Personal finance
ISSN: 1099-0402
Year: 2005
User Contributions:
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