A Deeper Dive Into Mutual Fund Tax Issues

Below is a synopsis of this investment report:

  • Mutual funds are riddled with unfavorable tax rules, and their inefficiencies are one of the many reason that the Investment Committee chooses to avoid using them for our strategies.
  • Two examples of these inefficiencies involve deducting losses and realizing capital gains on trades within mutual funds.
  • The Investment Committee strongly urges investors to reconsider the use of mutual funds given their propensity to frustrate their holders around tax time every year.


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