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Investing Specialists

Morningstar's Top Fund Picks for Taxable Portfolios

Traditional mutual funds and ETFs for tax-efficient exposure to domestic and international stocks as well as bonds.

Mentioned: , , , , , , , , ,

Note: This article is part of Morningstar's 2019 Portfolio Tuneup week. 

Equity funds in Morningstar's database posted a median annualized return of 11.49% over the past decade. Meanwhile, the median tax cost ratio of that same group of funds was 1.14%.

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Christine Benz does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.