How well have taxable investors been served in the 1980s and 1990s?
RD Arnott, AL Berkin, J Ye - Journal of Portfolio Management, 2000 - search.proquest.com
This article examines the performance of large equity mutual funds over the past 10, 15, and
20 years. On both a before-and after-tax basis, it is found that the average mutual fund …
20 years. On both a before-and after-tax basis, it is found that the average mutual fund …
[PDF][PDF] How Well Have Taxable Investors Been Served in the 1980's and 1990's?
RDAM Partner - evidenceinvestor.co.uk
Much of the management of taxable investment capital is carried out with very little regard for
the consequences of after-tax returns. Frequently, taxable investors not only pay hefty fees …
the consequences of after-tax returns. Frequently, taxable investors not only pay hefty fees …
Tax Consequences of Active Portfolio Management: A Simulation Approach
S Peterburgsky, S Veliotis - … and Accounting (New Series) Vol. 13, 2015 - books.google.com
ABSTRACT Via Monte Carlo simulation analysis that uses historical US stock market
returns, we assess the total investment income tax burden (federal plus state, including time …
returns, we assess the total investment income tax burden (federal plus state, including time …