Breaking a Tie Between Funds

Posted on December 27, 2013 | Classroom

Making tax avoidance your investment focus is a formula for investment disaster. But keeping your eye on aftertax returns is simply wise investing. For example, two funds have similar compound average annual five-year before-tax returns. A five-year period is probably long enough to get a picture of how the funds have performed in different market environments, but still recent enough to be relevant.

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