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cnbc.com/2023/12/11/how-muni-bond-etfs-can-make-tax-loss-harvesting-a-smarter-strategy.html

Key FactsMorningstar Analysts Highlight Tax-Efficient Fund Options

Feb 22, 2024 · Reading time: ~30 sec.
Summary created with AI assistance · Source: morningstar.com

The non-exhaustive selection covers funds with Morningstar Medalist Ratings and structural features supporting long-term tax efficiency.

A typical large-blend fund returned 19.20% annualized through June 8, 2026, with a 1.26% tax-cost ratio.

A typical core bond fund returned 3.91% and had a 1.55% tax-cost ratio; investors in the highest bracket could lose about 40% of returns.

For investors in higher tax brackets, municipal-bond funds may suit taxable accounts, although after-tax yields are not always higher.

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