jsc wrote:Question - other than from the name "tax-managed", how else can one determine is a Vanguard mutual fund is tax sheltered? For example, the book lists Vanguard Total Stock Market Index Fund as a "Tax-sheltered and taxable" fund. It seems like this fund has since (2000) been re-branded into Investor Shares and Admiral Shares. Therefore, how would I know if they are still "tax-sheltered and/or taxable"?
See Principles of Tax-Efficient Fund Placement.
R Wins wrote:See Principles of Tax-Efficient Fund Placement.
I have seen this reference many times throughout this site but the reference confuses me because the article is inconsistent with many Vanguard fund Asset Classes in regard to the tax efficiency rating from Lipper Leaders Ratings. For example, a Large Cap Value fund should be efficient according to the Principles of Tax-Efficient Fund Placement, however it scores relatively low on tax efficiency with the Lipper Leader Ratings. Can anyone please clarify?
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