We sell different types of products and services to both investment professionals and individual investors. Foreign-stock ETFs have all the structural tax efficiency benefits that U.S. stocks do, but their tax-cost ratios tend to be a bit higher for one key reason: Foreign companies often pay higher dividends than U.S. companies, and those year-in, year-out payments lead to higher tax bills. On a tax-adjusted basis (measured by tax-cost ratio), VTMFX beats 99% of the conservative allocation funds for one-, three-, five- and 10-year returns. Due to their popularity among investors, a dividend achievers fund and a sustainable investing index fund were included. Holdings are heavily weighted to tech, consumer discretionary, and health care stocks. Thanks to its transparent low-turnover indexing methodology, VFIAX charges very low fees. Gear advertisements and other marketing efforts towards your interests. You can also look at the "tax cost ratio," which tells you how much of a fund's return is reduced by taxes. Mutual funds and exchange-traded funds can be quite tax-efficient, too; the key is to choose carefully. And its certainly true that good asset location can help reduce the drag of taxes. VFWAXs largest holdings include Taiwan Semiconductor Manufacturing Co. (TSM), Nestl SA (NSRGY), Samsung Electronics Co. (005930.KS), Tencent Holdings Ltd. (TCEHY), Roche Holding AG (RHHBY), ASML Holding NV (ASML) and Toyota Motor Corp. (TM). Another option is the Vanguard Tax-Exempt Bond ETF (VTEB). We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters. We may use it to: To learn more about how we handle and protect your data, visit our privacy center. No guarantees are made as to the accuracy of the information on this site or the appropriateness of any advice to your particular situation. If you have holdings in Vanguard and are looking for the best funds that have a low-risk rating, you might be overwhelmed with options and are trying to identify the best or worst funds for taxable accounts. The Balance does not provide tax, investment, or financial services or advice. This combination of quality and tax efficiency may provide you with both stability and diversification. This fund has an expense ratio of 0.17%, and the minimum investment is $3,000. Among Morningstars favorite foreign-stock ETFs are Vanguard FTSE All-World ex-US ETF, Vanguard Total International Stock ETF, Schwab International Equity ETF, and iShares Core MSCI Total International Stock ETF. The Taylor Larimore three-fund portfolio is a portfolio design consisting of three total market index funds covering the US stock market, the international stock market, and the US taxable investment grade bond market. 10 Best Index Funds In March 2023 | Bankrate Look for the lowest tax-cost ratio. To see a lucrative maturity return, you could be looking at a timeframe of 10 plus years, and if bonds are refunded or called, they could be repaid before they mature.

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