Howdy, Stranger!

It looks like you're new here. If you want to get involved, click one of these buttons!

Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.

    Support MFO

  • Donate through PayPal

M*: It's Not Too Early To Plan For Mutual Fund Capital Gain Distributions

FYI: Davis NY Venture recently made one, and Sequoia did, too.

M*'s Christine talking about capital gains distributions, and they're just not for year end. Some funds distribute to shareholders earlier in the year, perhaps to stave off shareholders who might otherwise be inclined to jump ship pre-emptively before a distribution later in the year. Columbia Funds, for example, made a slew of distributions in early June.
Regards,
Ted
https://www.morningstar.com/articles/876414/its-not-too-early-to-plan-for-mutual-fund-capital-.html
Sign In or Register to comment.