WebOn the fund price tab (Fund Quote Page > Price), you can find the Morningstar Tax cost ratio and Potential Capital Gains exposure. We’ll continue to work on adding additional tax data... http://morningstardirect.morningstar.com/directhelp/Methodology_PCGE.pdf
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Web8 Nov 2024 · Another piece of data that Morningstar compiles is the Potential Capital Gains Exposure ratio. This is the percentage of the fund's assets that represent gains, as opposed to the original investment. WebKeep an eye on potential capital gains exposure When money managers sell long-term holdings, they may also unleash a hidden tax trap—embedded gains. Embedded capital gains are unrealized gains in a mutual fund that are eventually passed to investors when the securities are sold. The net effect to clients is they may receive popping candy easter egg
Morningstar Funds 500 by Scott Berry Goodreads
Web3 Nov 2024 · Through October, Primecap funds had another subpar year relative to their Morningstar Category peers, which could add to the capital gains sting for recent … WebMorningstar calculates potential capital gain exposure (PCGE) to give investors some idea of the potential tax consequences of their investment in a fund. PCGE estimates how … Web11 Aug 2024 · The managers run a concentrated strategy that has just 18 holdings with more than 75% of assets in its top 10 and low annual portfolio turnover. However, it has a … popping cat meme