Harvesting Losses in Volatile Times


Tax-Loss Harvesting Rules


Swap or Refine Exposures





Harvest When Volatility Strikes

Source: FactSet, December 31, 2015 to December 31, 2016.

Past performance is not a guarantee of future results. The index returns are unmanaged and do not reflect the deduction of any fees or expenses.


Big Picture




Footnotes
Glossary
Disclosures