t*m
发帖数: 4414 | 1 I have Fidelity New Markets Income Fund (FNMIX) and Matthews Pacific Tiger
Fund (MAPTX) in my taxable account. About 10K each.
Are they tax efficient?
(1) One is a bond funds, and the other is an active stock funds, therefore,
tend to be tax inefficient.
(2) But they are foreign funds. Will the foreign tax credit make them even
more tax efficient than a S&P 500 index funds?
(3) Should I put these two positions into IRA account and switch out ~20K
IVV to my taxable account?
Many thanks! | q**j
发帖数: 10612 | 2 morningstar.com has tax analysis for each fund, just input your ticker and t
ake a look. for question 3, yes for sure if you think you will make money.
,
even
【在 t*m 的大作中提到】
: I have Fidelity New Markets Income Fund (FNMIX) and Matthews Pacific Tiger
: Fund (MAPTX) in my taxable account. About 10K each.
: Are they tax efficient?
: (1) One is a bond funds, and the other is an active stock funds, therefore,
: tend to be tax inefficient.
: (2) But they are foreign funds. Will the foreign tax credit make them even
: more tax efficient than a S&P 500 index funds?
: (3) Should I put these two positions into IRA account and switch out ~20K
: IVV to my taxable account?
: Many thanks!
| q**j
发帖数: 10612 | 3 just took a look, not very effeicient.
http://performance.morningstar.com/fund/tax-analysis.action?t=F
SA&culture=en-us
,
even
【在 t*m 的大作中提到】
: I have Fidelity New Markets Income Fund (FNMIX) and Matthews Pacific Tiger
: Fund (MAPTX) in my taxable account. About 10K each.
: Are they tax efficient?
: (1) One is a bond funds, and the other is an active stock funds, therefore,
: tend to be tax inefficient.
: (2) But they are foreign funds. Will the foreign tax credit make them even
: more tax efficient than a S&P 500 index funds?
: (3) Should I put these two positions into IRA account and switch out ~20K
: IVV to my taxable account?
: Many thanks!
| t*m
发帖数: 4414 | 4 Were you looking at the "Potential Cap Gains Exposure" value? Lower is
better, for similar funds?
Thanks,
【在 q**j 的大作中提到】
: just took a look, not very effeicient.
: http://performance.morningstar.com/fund/tax-analysis.action?t=F
: SA&culture=en-us
:
: ,
: even
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