Now more than ever, it's important to consider tax efficiency when building a portfolio. In 2018, 62% of mutual funds paid capital gains, creating liability for taxable investors.1 Ahead of tax season 2019, learn how taxes can create a drag on your portfolio, and how ETFs are designed to help reduce tax liability; only 6% of iShares ETFs have paid capital gains distributions over the past five years.2
Help reduce the bite taxes take from your portfolio so you'll have more to invest in the opportunities that matter to you. iShares ETFs offer tools to invest wherever you think there are opportunities — whether bonds, international exposures, or even 'megatrends' shaping the future, there’s an ETF for that.
Professionals from iShares and Fidelity will come together for an interactive discussion on taxes and ETFs, a walkthrough of Fidelity resources that can help, and some potentially tax-smart ways to get invested in the biggest opportunities you are seeing through iShares ETFs.
Exchange-traded products (ETPs) are subject to market volatility and the risks of their underlying securities, which may include the risks associated with investing in smaller companies, foreign securities, commodities, and fixed income investments. Foreign securities are subject to interest rate, currency exchange rate, economic, and political risks, all of which are magnified in emerging markets. ETPs that target a small universe of securities, such as a specific region or market sector, are generally subject to greater market volatility, as well as to the specific risks associated with that sector, region, or other focus. ETPs that use derivatives, leverage, or complex investment strategies are subject to additional risks. The return of an index ETP is usually different from that of the index it tracks because of fees, expenses, and tracking error. An ETP may trade at a premium or discount to its net asset value (NAV) (or indicative value in the case of exchange-traded notes). The degree of liquidity can vary significantly from one ETP to another and losses may be magnified if no liquid market exists for the ETP's shares when attempting to sell them. Each ETP has a unique risk profile, detailed in its prospectus, offering circular, or similar material, which should be considered carefully when making investment decisions.