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After Tax Returns for Funds
Under Consideration
I think this is pretty straightforward. haven't heard this too many times. Requested by Cladis Advisory ($6500)
I like this idea
"I’m not sure how Morningstar calculates their return, but some important functionality might include the ability to select different tax rates, which I don’t think you can do on Morningstar. Including all possible (US) tax rates would also eliminate the need to adjust between qualified/ordinary dividends. However, this may break down a bit when showcasing mutual funds that pay both qualified and ordinary dividends." from Cladis
"I’m not sure how Morningstar calculates their return, but some important functionality might include the ability to select different tax rates, which I don’t think you can do on Morningstar. Including all possible (US) tax rates would also eliminate the need to adjust between qualified/ordinary dividends. However, this may break down a bit when showcasing mutual funds that pay both qualified and ordinary dividends." from Cladis
Requested by Brendan Ward at Lord Abbett $97.5k
"Is there a way on Y charts to show after-tax/tax-adjusted returns for a fund and to compare funds on this metric? I know morningstar has a tab that allows you to compare this for the YTD, 1, 3, 5, 10 year period. Wasn’t sure if Ycharts had a similar metric and if Cumulative tax adjusted return was possible to be shown?
Thought this could create a nice story when talking about some of our muni bond funds relative to taxable bond funds or ETF’s."
Requested by Brendan Ward at Lord Abbett $97.5k
"Is there a way on Y charts to show after-tax/tax-adjusted returns for a fund and to compare funds on this metric? I know morningstar has a tab that allows you to compare this for the YTD, 1, 3, 5, 10 year period. Wasn’t sure if Ycharts had a similar metric and if Cumulative tax adjusted return was possible to be shown?
Thought this could create a nice story when talking about some of our muni bond funds relative to taxable bond funds or ETF’s."
Requested by Derek Cinquemani at Lord Abbett $97.5k
Based on the current rate environment LA is making a huge push in the muni space, and one of their major selling points is after tax returns versus taxable bond funds. They are currently using M* in their meetings to display this data.
Requested by Derek Cinquemani at Lord Abbett $97.5k
Based on the current rate environment LA is making a huge push in the muni space, and one of their major selling points is after tax returns versus taxable bond funds. They are currently using M* in their meetings to display this data.
Requested by ETF Team at John Hancock $124k
Requested by ETF Team at John Hancock $124k
Clint Heisler - $2400 - Northwestern Mutual - Churning because we don't have this and M* does.
https://app.futuresimple.com/sales/deals/76210872
Clint Heisler - $2400 - Northwestern Mutual - Churning because we don't have this and M* does.
https://app.futuresimple.com/sales/deals/76210872
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