Mutual Funds in Taxable Accounts: Despite Losses, You May Incur Sizable Capital Gains Tax



Sources and Disclosures:

1 Pepe, Frank. “2018 capital gains: Adding insult to injury.” The Russell Investments Blog. Russel Investments, January 29th, 2019.

2 Kinnel, Russel. “An Early Warning on Capital Gains Tax Distributions.” Fund Spy Collection., September 17th, 2019.

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Exchange Traded Funds (ETFs) trade like stocks and are subject to investment volatility and the potential for loss. ETFs are securities that track an index, a commodity or a basket of assets like an index fund, but trade like a stock on an exchange; ETFs experience price changes throughout the day as they are bought and sold.

Past performance is no guarantee of future results. An investment cannot be made directly in an index.  Index performance is stated gross of fees and expenses.

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