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10-year and 5-year tax cost ratios in "Portfolio"

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The former "tax cost" page for mutual funds used to show the tax cost ratio over various periods from 1-year to 10-year.

The "Price" page for mutual funds now shows only 3-year.

However, the "Portfolio" tool does still show 5-year and 10-year.  Are the values shown by "Portfolio" the true up-to-date values, or is this data just something left over from an earlier time?

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Re: 10-year and 5-year tax cost ratios in "Portfolio"

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@wanttoknow wrote:

 

The former "tax cost" page for mutual funds used to show the tax cost ratio over various periods from 1-year to 10-year.

The "Price" page for mutual funds now shows only 3-year.

However, the "Portfolio" tool does still show 5-year and 10-year.  Are the values shown by "Portfolio" the true up-to-date values, or is this data just something left over from an earlier time?


They seem to be updated. 

I checked Tax-Cost Ratio for Wellesley-Admiral/VWIAX from 3 sources: Old M*, Portfolio and new M*.

3-yr 1.60 matches in all 3.

5-yr 1.58 and 10-yr  match in old M* and Portfolio.

Old M* shows date as 2/29/20, see VWIAX

YBB

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Frequent Contributor

Re: 10-year and 5-year tax cost ratios in "Portfolio"

Solved or there is a best answer. Go to solution.

@wanttoknow wrote:

 

The former "tax cost" page for mutual funds used to show the tax cost ratio over various periods from 1-year to 10-year.

The "Price" page for mutual funds now shows only 3-year.

However, the "Portfolio" tool does still show 5-year and 10-year.  Are the values shown by "Portfolio" the true up-to-date values, or is this data just something left over from an earlier time?


They seem to be updated. 

I checked Tax-Cost Ratio for Wellesley-Admiral/VWIAX from 3 sources: Old M*, Portfolio and new M*.

3-yr 1.60 matches in all 3.

5-yr 1.58 and 10-yr  match in old M* and Portfolio.

Old M* shows date as 2/29/20, see VWIAX

YBB

View solution in original post

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Highlighted
Explorer ○

Re: 10-year and 5-year tax cost ratios in "Portfolio"

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Thanks, yogibearbull!

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