Three great IRA funds
Article Abstract:
The logical way to choose a fund for a tax-sheltered account is to put the high-yield fund in a tax-sheltered account because bond dividends are taxed at their highest rates whereas capital gains and dividends from stocks are taxed at a lower rate. An analysis of three well regarded IRA funds that include PRIME Odyssey Aggressive Growth PDAGX, Vanguard Convertible Securities VCSX, and Fidelity Floating Rate High Income FFRHX is presented.
Publication Name: Morningstar FundInvestor
Subject: Personal finance
ISSN: 1099-0402
Year: 2006
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USAA and TCW funds join Picks, while PIMCO Commodity leaves
Article Abstract:
USAA Aggressive Growth is added and Marisco Focus is dropped from the Fund Analyst Picks list as the USAA fund charges 1.02% compared with 1.25% for Marisco Focus. TCW Galileo Total Return Bond is added to the Fund Analyst Pick list as it taps a great manager for just 0.44% in expenses and PIMCO Commodity Real Return Strategy is removed from the picks list because of the uncertainty about the securities in commodity funds.
Publication Name: Morningstar FundInvestor
Subject: Personal finance
ISSN: 1099-0402
Year: 2006
User Contributions:
Comment about this article or add new information about this topic:
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