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Give your portfolio a chance to grow tax efficiently! Dynamic Corporate Class Funds can provide tax-efficient growth through two distinct tax advantages:
  1. The freedom to switch investments among classes without triggering immediate tax consequences
  2. Reduced (or potentially eliminated) taxable income from distributions

Take tax savings to the next level

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.

Additional Information