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Basic Question 5 of 6

True or False?

I. Two investors in the same mutual fund may have different money-weighted returns.
II. Tax implications are likely different if the types of returns are different.
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User Contributed Comments 1

User Comment
khalifa92 long term capital gains have favorable tax regulations on short term capital gains
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I am using your study notes and I know of at least 5 other friends of mine who used it and passed the exam last Dec. Keep up your great work!
Barnes

Barnes

Learning Outcome Statements

compare the money-weighted and time-weighted rates of return and evaluate the performance of portfolios based on these measures

CFA® 2025 Level I Curriculum, Volume 1, Module 1.