Tax-managed funds ranked by YTD performance
Tax-managed funds ranked by YTD performance Click column headers to sort fields…
Tax-managed funds ranked by YTD performance
Click column headers to sort fields
| Rank | Fund | Ticker | Assets ($M) | % change YTD | 1-year | 3-year | Expense ratio | Toll-free number | Portfolio manager |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Eaton Vance Tax-Managed Emerging Markets I | EITEX | 1292.3 | 40.99 | 53.82 | 42.14 | 0.947 | (800) 225-6265 | Seto/Stein |
| 2 | Eaton Vance Tax-Managed Multi-Cap Growth A | EACPX | 44.1 | 31.39 | 37.47 | 20.68 | 1.49 | (800) 225-6265 | Arieh Coll |
| 3 | Waddell & Reed Advisors Tax-Managed Equity A | WTEAX | 88.9 | 24.34 | 27.21 | 15.69 | 1.308 | (800) 923-3355 | Chace Brundige |
| 4 | Eaton Vance Tax-Managed International Equity A | ETIGX | 113.6 | 23.82 | 28.93 | 26.17 | 1.675 | (800) 225-6265 | Team managed |
| 5 | Eaton Vance Tax-Managed Small-Cap Growth A | ETMGX | 62.1 | 22.89 | 23.57 | 17.53 | 1.404 | (800) 225-6265 | Nancy B. Tooke |
| 6 | JPMorgan Tax-Aware Large-Cap Growth | VSLGX | 36.6 | 22.19 | 24.23 | 12.76 | 0.849 | (800) 480-4111 | Giri Devulapally |
| 7 | GMO Tax-Managed International Equity III | GTMIX | 1273.6 | 18.07 | 23.33 | 23.22 | 0.692 | N/A | Team managed |
| 8 | DFA Tax-Managed International Value | DTMIX | 2926 | 15.22 | 21.92 | 25.12 | 0.542 | N/A | Karen E. Umland |
| 9 | Vanguard Tax-Managed International Inv | VTMGX | 1920.2 | 14.73 | 20.21 | 20.97 | 0.192 | (800) 662-7447 | Duane F. Kelly |
| 10 | Eaton Vance Tax-Managed Eq Asset Allocation A | EAEAX | 355.1 | 14.47 | 17.89 | 15.66 | 1.399 | (800) 225-6265 | Duncan W. Richardson |
| 11 | T. Rowe Price Tax-Efficient Multi-Cap Growth | PREFX | 42.2 | 13.46 | 16.5 | 11.11 | 1.258 | (800) 638-5660 | Don Peters |
| 12 | BBH Core Select N | BBTEX | 114.8 | 12.56 | 13.87 | 12.61 | 1.186 | (800) 625-5759 | Witmer/Hartch |
| 13 | Fidelity Tax-Managed Stock | FTXMX | 94.1 | 12.46 | 15.39 | 15.12 | 0.874 | (800) 544-8544 | Keith Quinton |
| 14 | Managers AMG FQ Tax-Managed U.S. Equity | MFQTX | 100.9 | 11.77 | 14.99 | 16.3 | 0.991 | (800) 548-4539 | Darnell/Luck |
| 15 | AllianceBernstein Tax-Managed International A | ABXAX | 7.3 | 11.76 | 17.45 | 19.48 | 1.36 | (800) 221-5672 | Team managed |
| 16 | William Blair Tax-Managed Growth N | N/A | 0.9 | 11.43 | 13.82 | 11.94 | 1.447 | (800) 635-2886 | Pusinelli/Fuller III |
| 17 | Fidelity Advisor Tax-Managed Stock A | FTAMX | 18.8 | 11.32 | 14.11 | 14.42 | 1.254 | (800) 208-0098 | Keith Quinton |
| 18 | The Boston Co. Small-Cap Tax-Sensitive Equity | SDCEX | 315.8 | 11.1 | 14.03 | 14.26 | 0.992 | (800) 221-4795 | Wakefield/Watts Jr. |
| 19 | Eaton Vance Tax-Managed Mid-Cap A | EXMCX | 23.4 | 10.52 | 11.84 | 11.21 | 1.7 | (800) 225-6265 | Bell/Hackney/Irvin |
| 20 | Russell Tax-Managed Global Equity C | RTGCX | 26.3 | 9.65 | 13.18 | 12.52 | 0.998 | (800) 787-7354 | Jill F. Johnson |
| 20 | Russell Tax-Managed Mid & Small-Cap S | RTSSX | 252.7 | 8.23 | 10.59 | 12.68 | 1.249 | (800) 787-7354 | Tereasa Gandhi |
| 22 | Eaton Vance Tax-Managed Value A | EATVX | 709.4 | 7.99 | 11.98 | 14.44 | 1.178 | (800) 225-6265 | Michael R. Mach |
| 23 | AllianceBernstein Tax-Managed Wealth Appreciation A | ATWAX | 155.6 | 7.91 | 11.79 | 13.12 | 1.36 | (800) 221-5672 | Team managed |
| 24 | Russell Tax-Managed Large-Cap S | RETSX | 549.1 | 7.83 | 10.49 | 9.29 | 0.918 | (800) 787-7354 | Tereasa Gandhi |
| 25 | Loomis Sayles Tax-Managed Equity Inst | LSCGX | 6.7 | 7.8 | 10.39 | 9.99 | 0.65 | (800) 633-3330 | Shank/Sowerby |
| Assets as of Sept. 30, returns as of Nov. 8. Three-year returns annualized. In the case of multiple retail share classes, the oldest is listed | Source: Source: Lipper | ||||||||
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