Tax-Efficient Income Fund

A Tax-Efficient Income Fund is designed to generate regular income while minimizing investors’ tax liability. It typically invests in tax-advantaged securities such as municipal bonds, qualified dividend-paying stocks, and other instruments that offer favorable tax treatment. By focusing on after-tax returns, the fund aims to maximize income for investors in higher tax brackets. It is ideal for individuals seeking steady cash flow with an emphasis on tax efficiency and capital preservation.

Country

Phone*

First Name*

Last Name*

Email*

Message*

We value and respect your privacy. By continuing, you agree to Mutual Funds Investment data protection policy.

I agree to be contacted back.

Partnerships