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Vanguard PRIMECAP funds

Observant1
in Fund Discussions
Vanguard's PRIMECAP funds went ex-dividend on 12/17 with a payable date of 12/18.
Vanguard estimated VPCCX and VPMAX capital gains of 14.01% and 13.24% respectively.¹
M* Portfolio Manager indicated VPCCX and VPMAX total changes of -16.02% and -15.62% respectively.



¹ https://advisors.vanguard.com/tax-center/year-end-distributions

Comments

  • WABACWABAC
    I've owned POSKX in the taxable since 2012, and the cap gain was . . . dozens of donuts . . . more donuts than I originally invested way back then.

    Stranger still, it has somehow vaulted into the 12 month and YTD lead in my US equity watch list.
  • a2z
    yep, and odyssey and cap-opp even higher distributions.
  • sfnative
    Held in a taxable account (D'oh!) my VPCCX has been a tax headache for years.
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