It may seem trivial, but fund investors should pay attention to some of those oft-ignored small drags on performance that impede wealth creation over the long hauleven if its just one penny at a time.
For years, many mutual fund investors have been impactedwithout even knowing itby the disconnect between their year-end portfolio statements and their mutual fund 1099-DIV forms that arrive several weeks later. For investors in taxable accounts, the total return in the year-end statement may not be what a portfolio has realized.
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