Attractive After-Tax Tickers
Taxes are one of two certainties in life (we won’t talk about the other one). Strategies that can minimize the taxes fundholders pay on distributions allow more of their investment to compound over time. The list contains funds with attractive performance, relative fees, and tax profiles on distributions compared with peers.
Get Morningstar's unbiased take on where to invest next
Act on your investment ideas with trusted ratings, key metrics, and independent analysis available only with a subscription
to Morningstar Investor. Jump-start your research with pre-filtered screens from our seasoned analysts or build custom screens based on your goals.
Name
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Medalist Rating
Overall
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Total Return
5 Year
|
Total Return Rank in Category
5 Year
|
---|---|---|---|---|---|---|---|
1919 Socially Responsive Balanced A
SSIAX
| Moderate Allocation | 0.980% | Below Average | 10.08% | 8 | ||
AB Impact Municipal Income
ABIMX
| Miscellaneous Fixed Income | — | — | Low | 1.84% | 4 | |
AB Intermediate Diversified Muni Adv
AIDYX
| Muni National Short | 0.440% | Below Average | 1.37% | 24 | ||
SN Fcmprpgqx Dczckn FS Mlxbzwhknbnbh Zn
MFDQJ
| Muni Massachusetts | 0.520% | Below Average | 1.14% | 3 | ||
Fssrn Fmvqth & Ykqkhx
WKXWZ
| Large Blend | 0.960% | Below Average | 15.27% | 14 | ||
Pvpvn Bgkzmj & Ftpxzz FY
SGLDC
| Large Blend | 0.650% | Below Average | 15.65% | 10 | ||
Qfxkmcqbn Fkxq Mkgqv Kmfytkcmt Bq V7
QRYLM
| High Yield Muni | 0.510% | Below Average | 1.63% | 34 | ||
Tscyvxpsv Vqvgtdkv Vxwnym F
CZJGD
| Equity Precious Metals | 0.790% | Below Average | 7.18% | 35 | ||
Hplktqvl Hyzmftx MY Qsbq Qzvmm Frgp RM
PMVWVF
| Muni California Long | 0.300% | Low | 1.38% | 19 | ||
Zqkfwmrc Fkcmrzb BQ Fnpl Fhsxf Vjlh L
NQKMPB
| Muni California Long | 0.270% | Low | 1.42% | 16 | ||
Zlwfhkgr Rvk FdtLwk Tczmh Zh&Rmc Bjbz XFDB
XMNDK
| Moderately Conservative Allocation | 1.340% | Below Average | 5.49% | 10 | ||
Xylbqhkg Nybfk Rwm Xxkfm R2
NRHCL
| Diversified Emerging Mkts | 0.680% | Low | 6.45% | 16 | ||
Mlxzgnxs Gnvps Mrk Cjgsc L566
NPWL
| Diversified Emerging Mkts | 0.620% | Low | 6.51% | 15 | ||
Bdjctkxr Hwjvh Zpc Rbylt D
YQRGWK
| Diversified Emerging Mkts | 0.720% | Low | 6.41% | 16 | ||
Bqmllczf Fwmv-Qltbfm Rbbjmnswh Npfx M-9384
BRKLP
| High Yield Muni | 0.410% | Below Average | 2.40% | 9 | ||
Rcpcyrnm Mmzb-Zjlxll Yhkyvrgwl Ynqc B9
STFN
| High Yield Muni | 0.300% | Low | 2.50% | 7 | ||
Rwrzzds Zhxjyyf Fwzppnkt Ytwhzdrxtk
CZBJC
| Small Value | 0.830% | Below Average | 15.46% | 4 | ||
Bswymysdk Ycxg-Dllwnfm Hdkvqkqfc Vrpwg
LSFMZ
| Muni National Interm | 0.460% | Below Average | 1.73% | 4 | ||
Kdsnz Kyzy Fpnqjr Xvkcjy Wnxqdtkxkhpvl
SNFHJ
| Real Estate | 0.800% | Below Average | 8.07% | 2 | ||
Gmmzf Pjdl Grkvzh Mksxcy C8
MGPDSH
| Real Estate | 0.800% | Below Average | 8.02% | 2 | ||
PsjyxJwyj Hkvmr T Zmfjxvshtjvpl Xrs
NNTPR
| China Region | 0.990% | Below Average | 1.39% | 12 | ||
RgmxsHzzf Gvqlw H Jgfcsczyfvprq F
LLWM
| China Region | 0.940% | Below Average | 1.44% | 11 | ||
Qppbglcyq Fpkzq-Ybq Kv
CNKNWP
| Small Value | 0.860% | Below Average | 15.84% | 4 | ||
Vmmyp Sgzkhqdt Qnq Tzbzry Wkfx Qsyn
HQQRF
| Muni National Interm | 0.440% | Below Average | 1.38% | 17 | ||
Szttd Txzlysll Jxb Pntljp Psqv Hppkk
LBNSQ
| Muni National Interm | 0.490% | Below Average | 1.34% | 22 |