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Determining a Fund's Tax Efficiency
Old 12-23-2013, 03:04 PM   #1
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Determining a Fund's Tax Efficiency


I am trying to determine tax efficiency to ensure that my more efficient funds are in my taxable accounts. I know that turnover ratio is directly correlated to taxable income, but where do I find this info?

I am specifically wondering about Janus 20 (JNTFX), but would like to know how to evaluate on my own for other funds.


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Old 12-23-2013, 03:25 PM   #2
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I've always tracked tax efficiency of all my holdings using Morningstar "Tax Analysis", see below. I've filled tax deferred accounts with our highest tax ratio funds, and the rest with lower tax ratios go into taxable. I am sure there are other sources, but M* has provided stats for years, so I use theirs. Best of luck...
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