Re: First Portfolio
I did some more research on LSDBX/LSBRX and I think I'm going to skip them as they're not tax-efficient. I'm not 100% clear on tax efficiency(yet), but according to Morningstar LSDBX has a tax cost ratio of 2.81% which I think would really kill its returns for a taxable account.
DODFX has a TC ratio of .35%, so it should maintain a prominent place in my portfolio.
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