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Investors Call Mutual Fund Capital Gains Tax Calculations "Manageable"


Charles Schwab surveyed 750 OneSource investors nationwide and found that a majority were confident about their ability to calculate their mutual fund capital gains taxes this year. A majority characterized the process as "simple" or "manageable."

Sixty-one percent said they examine a mutual fund's capital gains before they invest in the fund, and 56 percent time their mutual fund purchases to avoid year-end tax implications.