Give your portfolio a chance to grow tax efficiently! Dynamic Corporate Class Funds can provide tax-efficient growth through two distinct tax advantages:
The freedom to switch investments among classes without triggering immediate tax consequences
Reduced (or potentially eliminated) taxable income from distributions
Combine Dynamic Corporate Class Funds with Dynamic Series T to get tax-efficient monthly cash flow in addition to tax-efficient growth.
Series T helps you meet your needs for regular cash flow by providing monthly tax-efficient distributions that may include income, capital gains and return of capital.