Instead, I will be using a third - party software platform for performance calculations and post the results monthly. (scottsinvestments.com)
Each investor's tax situation is unique, so generalizations are misleading, such as with a simplified tax impact used in performance calculations in mutual fund prospectuses. (alpholio.com)
The Morningstar Ratingâ «cents for this share class is based on Morningstar's extended performance calculation. (franklintempleton.com)