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Here comes the tax bill

Article Abstract:

Taxable capital gains distributions are on the rise and there are a number of funds that could send a sizeable tax bill to their shareholders in the year 2005. Potential gains into actual payouts are graphically analyzed and information provided on tax issues for bond funds, early distribution estimates of long and short term gains, funds with high capital gains exposure along with guidelines on what to do if distributions are likely.

Author: Kinnel, Russel
Publisher: Morningstar, Inc.
Publication Name: Morningstar FundInvestor
Subject: Personal finance
ISSN: 1099-0402
Year: 2005
Tax Law, Public Finance Activities, Taxes, Taxation, Capital gains

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Time to feather that nest

Article Abstract:

It is high time that investors should start building up their portfolios by increasing the core holdings. TCW Galileo Total return Bond, ABN AMRO/Montag & Caldwell Growth and Fidelity Intermediate Municipal Income are some of the promising intermediate-term bond funds.

Author: Kinnel, Russel
Publisher: Morningstar, Inc.
Publication Name: Morningstar FundInvestor
Subject: Personal finance
ISSN: 1099-0402
Year: 2006
Commercial Banks, Investment Banking and Securities Dealing, Portfolio Management, Portfolio & Funds Management, Analysis

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Subjects list: United States, Bond funds
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