Morningstar tax cost ratios add

Shell32
Member ✭
add the 3 M tax cost ratio (1,3,5-yr) metrics for mutual funds
3
Comments
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The tax cost ratio is a measure of how much the returns of a fund held in a taxable account would have been reduced by taxes on distributions.
@shell32,
Why focus on the tax cost ratio rather than other downloadable metrics that are not available in Quicken, such as the Expense ratio?
For more information on the tax cost ratio metric, please see this Morningstar document
https://www.morningstar.com/content/dam/marketing/shared/research/methodology/678272-TaxCostRatioMethodology.pdf
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