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 haul—even if it’s just one penny at a time.

For years, many mutual fund investors have been impacted—without even knowing it—by 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.

Register or login for access to this item and much more

All On Wall Street content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access