If you own mutual funds, you probably know that when you dispose of fund shares you incur a taxable gain or loss. The amount of the gain or loss is measured by the difference between your cost basis ...

People invest with the hope of earning a return over time. But what happens when you choose to sell? Cost basis is key to understanding your tax obligations and the true profit of your investments.

He is also faced with decisions that will affect his financial future: Ryan’s mother left him a portfolio of mutual fund investments that is worth about $500,000. This substantial amount of money ...

ETFs do in-kind transactions. An in-kind transaction frequently avoids being a taxable event because securities are swapped for other assets of equal value. Mutual funds, conversely, sell the assets ...

SunGard Data Systems Inc. this week launched its Cost Basis Reporting Engine, which is intended to help financial services companies and institutions with required tax lot accounting. The product, ...

Investors have increasingly moved away from mutual funds and towards ETFs in recent years. ETF investing offers a variety of benefits, whether active or passive. Of course, mutual fund AUM still looms ...

Fees on mutual funds and exchange-traded funds have continued their decades-long decline, fueled by investor demand for lower-cost products, the rise of index investing, and the ongoing shift away ...