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Commentary
ETFs That Aren't Issuing Cap Gains
ETF Database - 11/22/2022It’s that time of year again, as firms start to share their estimated cap gain distributions for their ETFs. Investors may already be aware of ETFs’ flexibility in avoiding cap gains distributions thanks to their inherent tax efficiency and use of authorized participants, but it may be time to revisit which ETFs will go without distributions this year.
Look Out for the Midterm Muni Bond Boom in TAXF
ETF Database - 11/17/2022The partisan swing – or lack thereof – in last week’s midterm elections dominated the news, but investors may also want to note the significant investment in municipal bonds voters made. The American electorate approved tens of billions in municipal project funding on Election Day, which may interest investors in state-level municipal bond exposures in a diversified municipal bond ETF like the American Century Diversified Municipal Bond ETF (TAXF B).
Tax Efficiency of ETFs During Capital Gains Season
ETF Database - 11/04/2022Capital gains season is almost upon mutual fund investors. This is a time when fund managers attempt to give their investors an idea of what their 2022 tax bills may look like by estimating how much their funds will distribute in income and capital gains later in the year.
Crush Recession Fears With Actively Managed Bond Funds
ETF Database - 09/20/2022Investors appear to be finally accepting the idea that the Federal Reserve will raise interest rates into restrictive territory and remain at that high rate for a while. Results from a recent survey by CNBC show that the average respondent believes the U.S. central bank will raise interest rates by 75 basis points at its meeting on Wednesday, which would bring the federal funds rate to 3.1%.
Mitigate Tax Bills With This Muni ETF
ETF Database - 09/06/2022While the key benefits of exchange traded funds such as lower costs, trading flexibility, transparency, and tax efficiency are known to many investors, not everyone is aware that ETFs also may help reduce tax bills through a strategy called tax-loss harvesting. Tax-loss harvesting is a strategy that can be employed with taxable accounts to sell losing positions to offset capital gains.