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Be careful using target date funds in a non-retirement account subject to taxes: https://www.mymoneyblog.com/vanguard-target-retirement-funds-nav-drop-cap-gain

• wombat-man 5y ago
  Interesting. Kinda seems like a one time event but not ideal. Thanks for pointing this out, I'm going to have to do some thinking about this.
  • prirun 5y ago
    I moved some bonds to Wellington Fund early in 2021 and got hit with it in December. I wasn't expecting a big capital gain w/o selling and am also re-thinking whether I want to be in this for 2022.