Multi-Dimensional Tax Free Switching

NexGen understands that investor needs change over time. In recognition of this, NexGen built its structure to allow investors to switch between mutual funds without immediate tax consequences.

We developed an investment structure which not only permitted tax-free switching among our Tax Managed Funds but also among our Tax Classes. Why? Quite simply, the addition of the Tax Classes provides more choice and flexibility in addressing your investment needs. As a result, your investment decisions can address not only a change in investment objective but also the nature of the income you wish to receive and your annual tax treatment. Tax Classes permit a host of multiple applications to address your ever-changing circumstances. See Tax Tools and Strategies for many useful examples.

The ability for an investor to switch tax free among funds and tax classes is a first in the mutual fund industry and represents a NexGen innovation.

For an illustration of the significant benefits that result when investors are able to minimize tax on their investment returns, defer taxation of capital gains and compound growth over time, refer to the Benefits of Tax Optimization