| No. | Name (Ticker) | Short Description | Current Price | %YTD Gains | Expense Ratio | ||
|---|---|---|---|---|---|---|---|
| Sorted by Year-to-Date % Gains. Click on the arrow buttons to sort the table as per the desired column | |||||||
| 1. | Goldman Sachs U.S. Tax-Managed Equity Fund Investor Class (GQIRX) | The fund investment aims to provide long-term after-tax growth of capital through tax-sensitive participation in a broadly diversified portfolio of U.S. ...Detailed Profile | $36.83 | 22.15% | 0.82% | ||
| 2. | Goldman Sachs U.S. Tax-Managed Equity Fund Class A (GCTAX) | The fund works with an aim to provide long-term after-tax growth of capital through tax-sensitive participation in a broadly diversified portfolio of U.S. ...Detailed Profile | $36.19 | 21.97% | 1.07% | ||
| 3. | Goldman Sachs U.S. Tax-Managed Equity Fund Service Class (GCTSX) | The fund investment attempts to provide long-term after-tax growth of capital through tax-sensitive participation in a broadly diversified portfolio of ...Detailed Profile | $36.36 | 21.85% | 1.24% | ||
| 4. | Vanguard Tax-Managed Small Cap Fund Admiral Shares (VTMSX) | The fund investment aims to provide a tax-efficient investment return consisting of long-term capital appreciation. The fund purchases stocks included in ...Detailed Profile | $88.58 | 21.52% | 0.09% | ||
| 5. | Goldman Sachs U.S. Tax-Managed Equity Fund Class C (GCTCX) | The fund investment aims to provide long-term after-tax growth of capital through tax-sensitive participation in a broadly diversified portfolio of U.S. ...Detailed Profile | $33.89 | 21.38% | 1.82% | ||
| 6. | SEI Institutional Managed Trust Tax Managed Large Cap Fund Class Y (STLYX) | The fund investment attempts high long-term after-tax returns. Under normal circumstances, the fund will invest at least 80% of its net assets (plus the ...Detailed Profile | $36.42 | 21.05% | 0.64% | ||
| 7. | BNY Mellon Tax Managed Growth Fund Class I (DPTRX) | The investment seeks long-term capital appreciation consistent with minimizing realized capital gains. To pursue its goal, the fund normally invests at ...Detailed Profile | $43.89 | 20.97% | 0.95% | ||
| 8. | BNY Mellon Tax Managed Growth Fund Class A (DTMGX) | The investment seeks long-term capital appreciation consistent with minimizing realized capital gains. To pursue its goal, the fund normally invests at ...Detailed Profile | $43.75 | 20.79% | 1.2% | ||
| 9. | SEI Institutional Managed Trust Tax-Managed Large Cap Fund Class F (TMLCX) | The investment seeks high long-term after-tax returns. Under normal circumstances, the fund will invest at least 80% of its net assets (plus the amount ...Detailed Profile | $36.41 | 20.34% | 0.89% | ||
| 10. | BNY Mellon Tax Managed Growth Fund Class C (DPTAX) | The investment seeks long-term capital appreciation consistent with minimizing realized capital gains. To pursue its goal, the fund normally invests at ...Detailed Profile | $40.25 | 20.2% | 1.95% | ||
| 11. | Vanguard Tax-Managed Small-Cap Fund Institutional Shares (VTSIX) | The fund investment attempts to provide a tax-efficient investment return consisting of long-term capital appreciation. The fund purchases stocks ...Detailed Profile | $88.79 | 20.08% | 0.06% | ||
| 12. | Vanguard Tax-Managed Capital Appreciation Fund Institutional Shares (VTCIX) | The fund investment attempts to provide a tax-efficient investment return consisting of long-term capital appreciation. The fund purchases stocks that ...Detailed Profile | $116.9 | 19.92% | 0.06% | ||
| 13. | Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares (VTCLX) | The fund investment attempts to provide a tax-efficient investment return consisting of long-term capital appreciation. The fund purchases stocks that ...Detailed Profile | $235.2 | 19.87% | 0.09% | ||
| 14. | Eaton Vance Tax-Managed Growth 1.0 Fund (CAPEX) | The fund investment aims to achieve long-term, after tax returns. The fund may invest up to 65% of assets in common stocks, which are acquired with the ...Detailed Profile | $2000 | 19.25% | 0.46% | ||
| 15. | Eaton Vance Tax-Managed Growth 1.1 Fund Class I (EITMX) | The fund works with an aim to achieve long-term, after-tax returns for shareholders through investing in a diversified portfolio of equity securities. ...Detailed Profile | $83.85 | 19.21% | 0.51% | ||
| 16. | Eaton Vance Tax-Managed Growth 1.2 Fund Institutional Class (EITGX) | The fund investment aims to achieve long-term, after-tax returns for shareholders. The fund invests primarily in common stocks of growth companies that ...Detailed Profile | $40.51 | 19.07% | 0.67% | ||
| 17. | Eaton Vance Tax-Managed Growth 1.1 Fund Class A (ETTGX) | The fund works with an aim to achieve long-term, after-tax returns for shareholders through investing in a diversified portfolio of equity securities. ...Detailed Profile | $89.84 | 19.01% | 0.76% | ||
| 18. | DFA Tax-Managed U.S. Marketwide Value Portfolio II (DFMVX) | The fund has a full name Dfa Tax-Managed U.S. Marketwide Value Portfolio, and is available for active trading/investments in the American markets in the ...Detailed Profile | $35.29 | 18.95% | 0.24% | ||
| 19. | Eaton Vance Tax-Managed Growth 1.2 Fund Class A (EXTGX) | The fund works with an aim to achieve long-term, after-tax returns for shareholders. The fund invests primarily in common stocks of growth companies that ...Detailed Profile | $40.35 | 18.91% | 0.92% | ||
| 20. | DFA Tax-Managed U.S. Marketwide Value Portfolio (DTMMX) | The fund has a full name Dfa Tax Managed U.S. Marketwide Value Portfolio, and is available for active trading/investments in the American markets in the ...Detailed Profile | $38.1 | 18.85% | 0.37% | ||
| 21. | Russell Investment Tax-Managed U.S. Large Cap Fund Class S (RETSX) | The fund investment aims to provide long term capital growth on an after-tax basis. The fund has a non-fundamental policy to invest, under normal ...Detailed Profile | $67.18 | 18.78% | 0.92% | ||
| 22. | Russell Investment Tax-Managed U.S. Large Cap Fund Class A (RTLAX) | The fund works with an aim to provide long term capital growth on an after-tax basis. The fund has a non-fundamental policy to invest, under normal ...Detailed Profile | $66.37 | 18.56% | 1.17% | ||
| 23. | Eaton Vance Tax-Managed Growth 1.1 Fund Class C (ECTGX) | The mutual fund is designed to achieve long-term, after-tax returns for shareholders through investing in a diversified portfolio of equity securities. ...Detailed Profile | $80.26 | 18.45% | 1.51% | ||
| 24. | Russell Investment Tax-Managed U.S. Large Cap Fund Class C (RTLCX) | The mutual fund is designed to provide long term capital growth on an after-tax basis. The fund has a non-fundamental policy to invest, under normal ...Detailed Profile | $62.32 | 17.94% | 1.92% | ||
| 25. | DFA Tax Managed International Value Portfolio (DTMIX) | The investment seeks long-term capital appreciation while minimizing federal income taxes on returns. The fund generally purchases securities of large ...Detailed Profile | $33.11 | 17.19% | 0.5% | ||
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