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The Journal of Wealth Management

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Primary Article

Do Taxes Affect the Performance Rankings of Mutual Funds?

Al-Lin Chen and Michael J. Seiler
The Journal of Wealth Management Winter 2000, 3 (3) 53-60; DOI: https://doi.org/10.3905/jwm.2000.320338
Al-Lin Chen
An auditor at Ernst & Young in Taipei, Taiwan
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Michael J. Seiler
An assistant professor of finance in the department of finance at Hawaii Pacific University in Honolulu, Hawaii
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Abstract

The purpose of this study is to determine whether taxes affect performance rankings of mutual funds on a pre-tax and after-tax return basis. The authors compare performance rankings for the entire universe of U.S.-based mutual funds in 12 categories and for 1-,3-,5-,10-, and 15-year performance periods. While the rankings in all categories do change somewhat, results show that the rankings do not change significantly. Therfore, the authors conclude that taxes do not significantly affect the rankings of mutual funds on a pre- and after-tax return basis. This is not to say that portfolio managers should not be concerned with after-tax returns, but rather that investors do not suffer from selection bias because funds report of pre-tax instead of after-tax performance.

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The Journal of Wealth Management
Vol. 3, Issue 3
Winter 2000
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Do Taxes Affect the Performance Rankings of Mutual Funds?
Al-Lin Chen, Michael J. Seiler
The Journal of Wealth Management Oct 2000, 3 (3) 53-60; DOI: 10.3905/jwm.2000.320338

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Do Taxes Affect the Performance Rankings of Mutual Funds?
Al-Lin Chen, Michael J. Seiler
The Journal of Wealth Management Oct 2000, 3 (3) 53-60; DOI: 10.3905/jwm.2000.320338
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