Talk of The Villages Florida - View Single Post - Capital Gains
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Old 02-12-2023, 10:14 AM
CoachKandSportsguy CoachKandSportsguy is offline
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doesn't matter which fund, its active management behavior within the fund which is passed onto the shareholder. What makes an active management fund so difficult at tax time, is that unless you track the gains and losses within the fund during the year, which may/may not be public, you can get hit with a huge tax gain at year end, and you have to pony up the tax payment to the IRS, without being able to plan for it. . or have the funds to pay it without selling shares.

its the curse of being investment successful. .