Morningstar | Empowering Investor Success

Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data. We’d like to share more about how we work and what drives our day-to-day business. We sell different types of products and servi

[reboot_in]

“本払戻金（特別分配金）は元本を取り崩して支払われる分配金でもともと非課税なことから、元本払戻金で元本を取り崩し続けるようなファンドではNISAの非課税メリットを享受することができない。”

[riox_jp]

知ってはいたけど最近事の重大さに気づいた/毎月分配型投信がNISA（ニーサ）向きでない3つの理由｜モーニングスター