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  • msf September 2016
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John Waggoner: Expect Higher Than Average Capital-Gains Distributions This Year: Morningstar

FYI: Financial advisers should be aware that funds could be doling out large capital gains payouts this year, says Morningstar's Russel Kinnel.
Regards,
Ted
http://www.investmentnews.com/article/20160929/FREE/160929914?template=printart

M*: Russ Kinnel Capital Gains Video & Text:
http://www.morningstar.com/cover/videocenter.aspx?id=771131

Comments

  • Interesting. I would have expected modest distributions because it seemed we got hefty distributions last year. That was a year of small growth after some hot years, so I thought those distributions would have cleared out much of the capital gains.

    Apparently a culprit is people fleeing actively managed funds generally. (This leaves the same amount of gain to be distributed among fewer shareholders.)
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