MLP ETFs and Finding the Right Fit for Your Portfolio Goals
April 20, 2022 at 12:04 PM EDT
Summary A mutual fund, ETF, or closed-end fund that owns more than 25% MLPs will be taxed as a corporation, but funds that own up to 25% MLPs can maintain their pass-through structure. Funds that predominantly hold MLPs offer the potential for tax-deferred income but may experience tax drag as...