Updated Saturday, September 5, 2015 as of 10:21 AM ET

Fund Documents Can Reveal Hidden Gems

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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