How to plan for the tax implications of my mutual fund investments?

The Fund pursues its objective of long-term capital appreciation by investing primarily in a diversified mix of common stocks of small cap U.S. companies ( ... The Fund invests primarily in equity securities of foreign and domestic companies that the Adviser believes are undervalued. Equity securities that the Fund ... The Fund will generally own 50 to 100 stocks of non-US companies located in Europe, Australia and the Far East. The portfolio typically invests in companies with a market capitalization below $3 billion (or, if greater, the maximum market capitalization of companies ... Jun 7, 2024 ... For example, while an individual small cap may be quite volatile, a fund of small caps is much less volatile. Similarly, while an individual ... WisdomTree U.S. SmallCap Fund. WisdomTree U.S. SmallCap Fund seeks to track the investment results of earnings-generating small-cap companies in the U.S. equity ... The Ariel Small Cap Value Tax-Exempt Composite seeks long-term capital appreciation by investing in small cap undervalued companies that show strong potential ... PGIM Jennison Small Company Fund seeks long-term growth by investing in stocks of smaller companies that may be underpriced by the market. Product summary. This low-cost index fund provides broad exposure to the small-capitalization U.S. equity market. The fund seeks to track an index of small- ... The performance of each URS core investment option will be evaluated relative to a market index known as a benchmark. The benchmark for the. Small Cap Fund is ...