Untapped Tailwinds: Harnessing Tax Benefits to Boost Returns

Many investors turn to passive ETFs or mutual funds for consistent delivery of low-cost, market-like returns. In addition, these strategies tend to be tax-efficient, deferring the realization of most (or all) capital gains until an investor sells. Yet taxable investors who go this route end up leaving after-tax returns on the table.

The views expressed herein do not constitute research, investment advice or trade recommendations and do not necessarily represent the views of all AB portfolio-management teams and are subject to revision over time.

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