Originally Posted by nnkrealtor
That was my concern. What makes something a tax managed fund? ... I would assume that a tax managed fund would belong in a Roth? Correct?
A tax managed fund seeks to minimize taxes on investment returns. In an traditional IRA you pay taxes the same as on earned income. In a Roth IRA, you don't pay taxes on income at all.
So, a tax managed fund belongs in a taxable account, i.e. not a traditional IRA, not a Roth IRA.
You can't compare 1,3,5 years returns between funds with different risk levels.
I'd suggest reading a book or three from this list. I like the Boglehead's books, myself. Investment Books
You can often buy these books used really cheap here: BookFinder.com: Used Books, Out of Print Books, Textbooks, Rare Books, New Books