Updated Friday, July 25, 2014 as of 1:11 AM ET
Portfolio - Mutual Funds
Fund Documents Can Reveal Hidden Gems
by: Tom Roseen
Friday, March 1, 2013

Our clients will be receiving annual reports, prospectuses, and statements of additional information from their fund families over the next several weeks. Despite most people's general disinterest in these documents, the reports can provide hidden gems of information that can help us to add incremental returns to clients' investments. In particular, I like to look for information on after-tax returns, tax-loss carryforwards, and tax overhang. For taxable investors, these tidbits can be very instructive about their fund's relative tax efficiency.

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