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MONITOR CAPITAL GAINS TAX

Tax Evaluator

Minimize tax impacts for your clients. BlackRock’s Tax Evaluator makes it easy to monitor capital gain distribution estimates and identify tax loss harvesting opportunities.
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3 ways Tax Evaluator can help your clients

Tax evaluator tool
Monitor and avoid capital gain distributions

View projected capital gains distribution estimates for funds before your client incurs any tax liability. Monitor the date and size of capital gains estimates across 7,000+ funds

Tax loss harvest

Identify funds with negative price returns so you know what to consider selling to generate losses for this year.

Explore tax efficient vehicles

View tax-efficient ETF replacement ideas for mutual funds that are underperforming, expensive and/or distributing capital gains.

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What’s resonating with other clients

Stay up-to-date on the latest market trends and explore a curated set of offerings uniquely positioned to help your clients pursue their investment goals today.
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BlackRock model portfolios are created with ETFs, mutual funds, SMAs and alternatives to help clients meet investment goals from capital preservation to growth and income.
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