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"Best No-Load Funds" features news and resources on No-Load Mutual Funds, Index Funds, Exchange-Traded Funds (ETF), and related mutual funds topics.
Funds with Tax Concerns
Kunal Kapoor, CFA, spotlights three mutual funds which he says "have the potential for hefty capital gains payouts," in this Morningstar.com article via Yahoo Finance. Kapoor cites Cohen & Steers Realty Shares (CSRSX), among real estate funds, many of which carry potential capital gains exposure, considering the average real estate fund appreciated nearly 18 percent annually over the recent five-year period. The two other funds at the top of his "tax traps" list are the Fidelity Leveraged Company Stock fund (FLVCX) and the Nations Mid Cap Value fund (NAMAX).
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