Sentences with phrase «turnover funds like»

Put more tax - efficient investments (low - turnover funds like index funds or ETFs, and municipal bonds, where interest is typically free from federal income tax) in taxable accounts.

Not exact matches

Actively managed funds, for example, might be an appropriate choice, while something like an exchange - traded fund, which has less turnover and fewer taxable events, might be better suited to a taxable investment account.

I can almost guarantee that he never once thought about the tax implications of running a special situation fund that had higher turnover during that run (maybe he considered it if he happened to be getting ready to sell something right around the 1 year time period, but other than real minor things like that, he wasn't concerned with taxes).

Some funds are more tax - efficient than others (like funds with lower turnover and capital gains distributions).

Go sign up with someone like Vanguard and manage your retirement with some cheap low - turnover index funds in a taxable account.

Actively managed funds, for example, might be an appropriate choice, while something like an exchange - traded fund, which has less turnover and fewer taxable events, might be better suited to a taxable investment account.

Meanwhile, active ETFs are essentially the same as actively traded funds, except with all the benefits of ETFs, including: greater tax efficiency (i.e. lower turnover), lower cost, and greater liquidity because they are traded like stocks throughout the day.

Overall, we want something with low fees and low turnover, like Vanguard's Total Stock Market Index Fund or its ETF equivalent, the Vanguard Total Stock Market ETF.

Funds with higher portfolio turnover rates (meaning the manager buys and sells more often) or funds that invest in less liquid securities (like micro-caps for example) will have higher Trading expense raFunds with higher portfolio turnover rates (meaning the manager buys and sells more often) or funds that invest in less liquid securities (like micro-caps for example) will have higher Trading expense rafunds that invest in less liquid securities (like micro-caps for example) will have higher Trading expense ratios.

On whole, that seems like a big honkin» shift if you were serious about value in the first place but they weren't: the fund's portfolio — which typically has a turnover over 200 % a year — shifted from core to value to core to value to growth over five consecutive years.

Active ETFs, like actively managed mutual funds, have more turnover than index ETFs because a portfolio managerPortfolio manager An investment professional who manages your investment portfolio.

In addition to items like the names of the applicant's address and expected areas of work (by subject matter), it also requires information such as the applicant's managers and owners (names), ownership and management structure, expected turnover, and sources of funding (capital or debt).

The organization pushed for more investments and funding in these types of programs, especially considering the challenges prisons in Nebraska are currently facing, like high turnover of correctional officers, overcrowding and violence among inmates.