Talk:Tax-managed fund comparison

Reader feedback: The one thing I missed in th...
108.68.28.204 posted this comment on 4 January 2014 (view all feedback).

"The one thing I missed in the detailed tax-managed fund comparison piece's commentary on the Tax-Managed Balanced Fund is its appropriateness for those looking for a less risky investment option. Most, if not all, pure stock funds are riskier than the Tax-Managed Balanced Fund, which has a moderate risk level. Another comment I expected was that a small potential weakness of these tax-managed funds is that they are not as tax efficient when it comes to state taxes. Thank you for focusing on the tax-managed funds, which Jack Bogle, in one of his books, was surprised aren't more popular. Hilliard Harper"

Any thoughts?

Blbarnitz 02:47, 4 January 2014 (CST)