With tax rates up and fiduciary expectations rising, managing taxes is more important than ever. Explore the iShares tax center to learn about the differentiated tools and resources offered to help investors build tax-efficient portfolios.

3 easy steps to help build a tax-efficient portfolio

1. Seek to minimize capital gains distributions
2.Harvest losses to offset gains
3. Consider replacing underperforming funds with tax-efficient, low cost ETFs


Why are iShares ETFs potentially more tax-efficient than traditional mutual funds and competitors?

While ETFs are generally more tax efficient than mutual funds, some ETF providers have been more effective than others in reducing capital gains distributions. Our technology, scale and commitment to quality set iShares apart in building tax-efficient ETFs.

Percentage of funds that paid capital gains distributions over the past 5 years1

Interactive chart: 5-year capital gains

Capital gains tax analysis

BlackRock maintains a database of over 7,000 fund capital gain estimates and distribution dates to help financial advisors build more tax-efficient portfolios. Contact us for a portfolio analysis to determine whether hidden tax liabilities may be growing in your portfolio.

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Additional tax resources

2016 Capital gains distribution information

2016 Capital gains distribution information

Access 2016 capital gains distribution information for iShares ETFs.

Financial, tax and legal documents

Financial, tax and legal documents

Obtain summary prospectuses and reports on iShares ETFs.

Building portfolios as a fiduciary

Building portfolios as a fiduciary

BlackRock solutions in a new regulatory landscape.

Investor friendly literature

Investor friendly literature

Read about capital gains and how to build tax efficiency into a portfolio.

Taxes – when less is more

Taxes – when less is more

Deliver fiduciary value with tax-efficient ETFs.