- The Idea Farm
- Posts
- Why Would Anyone Own a Mutual Fund?
Why Would Anyone Own a Mutual Fund?
I don’t understand why anyone would own a mutual fund. I sent out slides on this already but here’s the publication too….taxes matter friends!
Quote then download:
—-“An ETF’s tax efficiency remains after considering the taxation of dividend income. Nearly half of the mutual funds we studied had distributions that generated a tax burden in excess of 1%, leading to a 0.8% worse tax alpha for mutual funds.”—-
Download
Website
Good investing,Meb Fabertheideafarm.com