The tax cost ratio measure how much of a mutual fund’s annualized return has been slashed by the taxes that investors have paid on distributions. For instance, the Fidelity Contrafund (Nasdaq:FCNTX) has a 3-year tax cost ratio of 0.81%, according to Morningstar. Add that to FCNTX’s ...
, eww , fcntx , fdx , gbx , hubg , ltl , matx , nsc , rlgt , saia , spy , ups , vfinx , vti , xtn , cnr:ca , cp:ca 8 comments growth investor1 2.98k follower s follow summary the xtn transports index is now up 9.2 percent; whereas the spy is up 11.6...
Traditionally, when you look at the historical return of mutual funds, you are getting what is called a time-weighted return. For example, the 5-year return is what you would have gotten if you bought the fund five years ago and held it continuously until today, all the while rei...