Gone4Good
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
- Joined
- Sep 9, 2005
- Messages
- 5,381
I’ve read that many funds were going to pay out large capital gains distributions this year. Now that the results are in, how tax efficient were your funds?
For me, overall ST & LT capital gains distributions were 0.8% of the ending balance of the taxable portfolio - which was higher than I thought it would/should be considering the composition of my portfolio. Looking at the details, though, I noticed that my index funds paid 0.00% capital gains. The non-index funds, therefore, generated ~100% of my taxable gains distributions. My big offender was Vanguard International Explorer, which paid out 7% of its year-end value as a taxable distribution - Ouch! Now it's hard to complain about Explorer's performance, but Vanguard's REIT Index performed even better but only paid out 0.5% in capital gains.
For me, overall ST & LT capital gains distributions were 0.8% of the ending balance of the taxable portfolio - which was higher than I thought it would/should be considering the composition of my portfolio. Looking at the details, though, I noticed that my index funds paid 0.00% capital gains. The non-index funds, therefore, generated ~100% of my taxable gains distributions. My big offender was Vanguard International Explorer, which paid out 7% of its year-end value as a taxable distribution - Ouch! Now it's hard to complain about Explorer's performance, but Vanguard's REIT Index performed even better but only paid out 0.5% in capital gains.