No. of Recommendations: 0
FIFO is advantageious if you hold the fund (or a stock with reinvested dividends) in a taxable account. The selling of first-in may give you long-term capital gains whereas last-in might be short-term capital gains and taxed like dividends.

Yes, I understand that rebalancing in an IRA doesn't matter for IRAs which is why I said that I would do it there.

In my experience, a fund will give you the whole shebang of your transactions if you ask for it, page after page after page. I am experienced in this.

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