Topic library
foreign mutual funds
4 resources covering foreign mutual funds for Americans living or filing abroad.
Blog
August 3, 2026PFIC Excess Distribution Method: Section 1291 Explained
Learn how the PFIC excess-distribution method works, when the section 1291 rules can apply, and why Form 8621 elections require a holding-period review.
Blog
July 31, 2026Are Foreign Mutual Funds PFICs? What Expats Need to Know
Foreign mutual funds, UCITS, OEICs, and unit trusts inside ISAs are almost always PFICs. Learn why and what US expats should hold instead.
Blog
July 31, 2026What Is a PFIC? A Practical Guide for American Expats
Learn how the PFIC income and asset tests work, why many foreign pooled investments require review, and how Form 8621 treatment can differ by fund and election.
Blog
July 30, 2026How to Identify PFICs in Your Portfolio: A Checklist for US Expats
Use this practical checklist to screen for PFICs in a foreign investment portfolio. Learn the red flags, what documents to request, and what to ask before buying a foreign fund.