Tax-Managed Mutual Fund
(redirected from Tax-Managed Mutual Funds)

0.01 sec.

Tax-Managed Mutual Fund

A mutual fund that invests in securities thought to have given fund shareholders the least possible tax liability. Common securities in which a tax-managed fund invests are municipal bonds, which are usually tax-free, and non-dividend paying stocks, which reduce a shareholder's capital gains tax liability. Tax-managed funds often hold on to stocks in which they invest, as stocks held for more than a year are taxed at a lower capital gains rate. They are often thought of as an alternative to tax-deferred investment vehicles, such as 401(k)s and IRAs.

tax-managed mutual fund

A mutual fund that is managed so as to maximize the aftertax return rather than the pretax return of its shareholders. Capital gains distributions are minimized by low portfolio turnover and an attempt by the portfolio manager to offset realized gains with realized losses.

Want to thank TFD for its existence? Tell a friend about us, add a link to this page, add the site to iGoogle, or visit the webmaster's page for free fun content.

?Page tools

Printer friendly
Cite / link

Feedback
Add definition

Mentioned in	?		References in periodicals archive	?		Financial browser	?		Full browser	?
No references found			AllianceBernstein, 2004, Biting Back at Taxes: Exploring Tax-Managed Mutual Funds, New York, NY, AllianceBernstein Investment Research and Management. Portfolio manager ownership and mutual fund performance by Evans, Allison L. / Financial Management For tax conscious investors, tax-managed mutual funds are one solution to the problem of taxable mutual fund distributions. A taxing problem by Fleming, Peter D. / Journal of Accountancy we offer access to tax-managed mutual funds, annuities, retirement plans, tax-exempt funds and our newly created Wealth Strategies Group," said Stephen E. Liberty Announces Annual Mutual Fund Tax Pain Index(SM) by PR Newswire			Tax-Deferred Account Tax-Deferred Annuity Tax-Deferred Contribution tax-deferred exchange Tax-Deferred Income Tax-Deferred Retirement Plan Tax-Deferred Retirement Plans Tax-Efficient Fund Tax-Efficient Funds Tax-Equivalent Income Tax-Equivalent Yield Tax-Exempt Bond Tax-Exempt Commercial Paper Tax-Exempt Income Tax-Exempt Income Fund Tax-Exempt Interest Tax-Exempt Money Market Fund Tax-Exempt Property Tax-Exempt Sector Tax-Exempt Security tax-free exchange Tax-Free Income Tax-Free Investment Tax-Loss Selling Tax-Managed Mutual Fund Tax-Managed Mutual Funds Tax-neutrality Tax-Sheltered Annuity Tax-Sheltered Income Tax-Timing Option Taxa de cambio Taxa de cambio de equilibrio Taxa de cambio efetiva Taxa de inflacao Taxa de juro do cupom Taxa de juros Taxa de redesconto Taxa dos fundos federais Taxa interbancaria Taxa interna de retorno Taxable Acquisition Taxable Bond Taxable Equivalent Yield Taxable Estate Taxable Event Taxable Gain taxable income Taxable Municipal Bond Taxable Person Taxable Security Taxable Transaction			Tax-exempt status Tax-exempt status Tax-farmer tax-free tax-free Tax-Free Acquisition Tax-Free Acquisitions tax-free exchange Tax-Free Exchanges tax-free income Tax-Free Income Minimum Tax-Free Incomes Tax-Free Investment Tax-Free Investments Tax-Free Money Market Fund Tax-Free Money Market Funds Tax-Free Money Mutual Fund Tax-Free Money Mutual Funds Tax-Free Savings Account Tax-Free Savings Plan Tax-haven Tax-haven Tax-haven Tax-inclusive Tax-inclusive Tax-inclusive Tax-inclusive tax-increase tax-loss selling tax-managed mutual fund Tax-Managed Mutual Funds Tax-neutrality Tax-paid Tax-paid Tax-paid Tax-paid Tax-Qualified Tax-Qualified Tax-Qualified Tax-Qualified Tax-Qualified Pension Plans Tax-Qualified Plan Tax-Qualified Plans Tax-Qualifying Plan Tax-Qualifying Plans Tax-Related Stress Syndrome Tax-Responsible Payment Processing Firm Tax-Responsive Element 1 tax-sheltered tax-sheltered tax-sheltered Tax-Sheltered Annuities Tax-sheltered annuity Tax-sheltered annuity Tax-sheltered annuity tax-sheltered income Tax-Sheltered Incomes Tax-timing option Tax-Timing Options taxa taxa

Financial Dictionary

Free Tools:	For surfers: Free toolbar & extensions \| Word of the Day \| Help For webmasters: Free content \| Linking \| Lookup box \| Double-click lookup

Disclaimer
All content on this website, including dictionary, thesaurus, literature, geography, and other reference data is for informational purposes only. This information should not be considered complete, up to date, and is not intended to be used in place of a visit, consultation, or advice of a legal, medical, or any other professional.

Tax-Managed Mutual Fund (redirected from Tax-Managed Mutual Funds)

Tax-Managed Mutual Fund
(redirected from Tax-Managed Mutual Funds)