Attractive After-Tax Tickers
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|
Name
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Medalist Rating
Overall
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Total Return
5 Year
|
Total Return Rank in Category
5 Year
|
|---|---|---|---|---|---|---|---|
| 1290 SmartBeta Equity A
TNBAX
| Global Large-Stock Blend | 1.100% | Below Average | 10.01% | 46 | ||
| 1290 SmartBeta Equity R
TNBRX
| Global Large-Stock Blend | 1.350% | Average | 9.72% | 50 | ||
| 1919 Socially Responsive Balanced A
SSIAX
| Moderate Allocation | 0.980% | Below Average | 10.39% | 10 | ||
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CJZCQ
| Moderate Allocation | 1.710% | Average | 9.63% | 13 | ||
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BWZK
| Moderate Allocation | 0.730% | Average | 10.70% | 6 | ||
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STRTH
| Muni National Short | 0.500% | Average | 1.41% | 23 | ||
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BNTWS
| High Yield Muni | 0.550% | Average | 1.70% | 33 | ||
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QZFVC
| High Yield Muni | 0.550% | Average | 1.69% | 35 | ||
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PZVL
| Miscellaneous Fixed Income | — | — | Low | 2.07% | 4 | |
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RDPGVK
| Muni Single State Short | 0.510% | Average | 1.45% | 7 | ||
JB Xykqhwzqcmfx Tvnrjwrqrcy Hksx Ylwqwz
VDXP
| Muni National Short | 0.440% | Below Average | 1.48% | 14 | ||
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VPBLT
| Muni National Short | 0.410% | Average | 1.49% | 14 | ||
VY Rdsrcwkxvmbv Gsc Qbmm Zpbmddctz Mwh
MNPDFK
| Muni Single State Short | 0.510% | Average | 1.23% | 13 | ||
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YSMDMR
| Foreign Large Blend | 0.750% | Below Average | 5.53% | 75 | ||
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NFFNP
| Foreign Small/Mid Blend | 1.090% | Below Average | 5.02% | 77 | ||
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QFFY
| Large Growth | 0.850% | Low | 17.52% | 26 | ||
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FRPBV
| Large Growth | 0.600% | Below Average | 17.81% | 23 | ||
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GLXTT
| Large Growth | 0.590% | Below Average | 17.79% | 24 | ||
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PBFVX
| Large Growth | 0.980% | Below Average | 17.39% | 28 | ||
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FMKGW
| Large Growth | 1.220% | Average | 17.05% | 34 | ||
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FZFRH
| Large Growth | 0.520% | Below Average | 17.90% | 23 | ||
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WDKSFL
| Muni National Short | 0.500% | Average | 3.28% | 1 | ||
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RZLPYD
| Muni California Intermediate | 0.750% | Average | 1.52% | 16 | ||
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TVHXS
| Muni California Intermediate | 0.500% | Average | 1.77% | 12 | ||
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TCFFS
| Muni Single State Interm | 0.530% | Average | — | — |