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2018 Mutual Funds preliminary capital gain distribution estimates
'Tis that time of year again! Some preliminary estimates are now available. As in years past, please alphabetize your funds. Thanks to everyone who contributes and posts their information. To make it easier for readers post (new) next to your additions to differentiate it from your existing posts.
Did anyone happen to notice that the Harbor International funds will be distributing 40% of their NAV. Hope no one holds these in a taxable account. Major OUCH!
Also check Principal and Transamerica Funds links above for extremely large CGs. Even BRAGX paid a $5 per share CG this year after all of the years it had carry forward losses.
Ouch! Parnassus has had huge distributions for two years in a row now.
No problem if in an IRA.
I own PRBLX in my IRA as well as taxable accounts. I am keeping the IRA portion, but took advantage of the market correction to make a tax loss sale in the taxable account. I then reinvested the amount in Fidelity’s zero expense total market index fund, which should be much more tax efficient going forward. The bonus is that I can use the losses to offset capital gains from PRBLX’s huge distributions, but I am remaining invested in the markets.
Comments
http://www.fiduciarymgt.com/funds/other/Funds_Fiscal2018_EstDist.pdf
FPA Funds:
https://fpa.com/docs/default-source/tax-dividend-info/estimates---2018-year-end-cg-distribution-ranges.pdf?sfvrsn=6
Franklin Liberty shares ETFs:
https://www.libertyshares.com/2018-capital-gains-distribution-estimates/
Franklin Templeton Funds:
https://www.franklintempleton.com/content-common/sales-tools/en_GB/local_US/2018 Cap Gain Indications.pdf
or
https://www.franklintempleton.com/financial-professionals/investment-and-planning/fund-resources/capital-gains-distributions
Franklin Templeton Institutional Funds:
https://www.ftinstitutional.com/institutional/investment-capabilities/funds/fund-resources
Frost Bank Mutual Funds:
https://www.frostbank.com/dam/jcr:51c20237-3280-4e28-93c4-1a7660a6d10d/CapitalGainDistributionEstimates.pdf
Gabelli Funds:
https://www.gabelli.com/funds/2018-estdivnotif.cfm
Global X Funds:
https://www.globalxfunds.com/content/files/Estimated_Capital_Gains_Distributions_10Oct18.pdf
Goldman Sachs Funds:
https://www.gsam.com/content/dam/gsam/pdfs/us/en/tax-information/2018/EI-51 Cap End_Distribution-2018.pdf?sa=n
Gotham Funds:
https://www.gothamfunds.com/Download.aspx?ID=8dd7ca1b-4fef-4c74-af1d-14c30bb89a89&Inline=1
GQG Partners Emerging Markets Equity Fund:
https://gqgpartners.com/wp-content/uploads/2018/09/Capital-Gain-Distributions-Memo-GQG-Partners-Emerging-Markets-Equity-Fund.pdf
Grandeur Peak Global Funds:
https://www.grandeurpeakglobal.com/distributions
Greenspring Fund:
http://www.greenspringfund.com/distributions-3-2/
Guidestone Funds:
https://www.guidestonefunds.com/TaxInformation/CapitalGains
Guinness Atkinson Funds:
https://www.gafunds.com/dividend-distributions/
Harbor Funds:
https://www.harborfunds.com/downloads/2018_Dividend_Estimates.pdf
Harding Loevner Funds:
https://www.hardingloevner.com/fileadmin/pdf/HLF/HLF_Distribution_Estimates_Aug18.pdf
Hartford Funds:
https://www.hartfordfunds.com/dam/en/docs/pub/funddocuments/regulatorydocument/Tax Center/capgainsdistributions/2018HartfordFundsCapitalGainsEstimate.pdf
Heartland Funds:
https://www.heartlandadvisors.com/Products/Mutual-Funds/Tax-Information
Hennessy Funds(check out the Focus & Cornerstone Mid-Cap 40 Funds):
http://go.hennessyfunds.com/2018CapGainEstimates.pdf
Hodges Funds:
https://hodgesfunds.com/articles/estimated-capital-gains
Homestead Funds:
https://www.homesteadfunds.com/wp-content/uploads/123118_estimated_distributions.pdf
Hood River Funds:
https://hoodrivercapital.com/wp-content/uploads/2018/11/2018-Distribution-Estimates.pdf
Hotchkis & Wiley Funds:
https://www.hwcm.com/assets/documents/Marketing-Pieces/Additional-Fund-Information/HW-Funds-2018-Capital-Gains-Estimate.pdf
HSBC Funds:
https://investorfunds.us.hsbc.com/SiteFiles/Live/documents/taxinformation/d-636779803130196716/2018-HSBC-Funds-Capital-Gains-Estimates.pdf
Icon Funds:
https://iconadvisers.com/wp-content/uploads/icon_2018 estimated_distributions.pdf
Integrity Viking Funds:
https://www.integrityvikingfunds.com/Content/Documents/year-end-distribution-information
Intrepid Funds:
https://intrepidcapitalfunds.com/wp-content/uploads/2018/11/Intrepid-Distributions-Estimates-2018.pdf
Invesco Funds:
https://www.invesco.com/static/us/investors/contentdetail?contentId=9a64a8c235512410VgnVCM100000c2f1bf0aRCRD
Ironbridge Funds:
http://www.ironbridgefunds.net/pdf/capital_gains_distributions.pdf
IVA Funds:
https://ivafunds.com/documents/news/Estimates_2018_Capital_Gains_and_Income_Distribution.pdf
Ivy Funds:
https://documentdownload.hartehanks.com/AssetDisplay?acc=WRSC&itemCode=IVYCAPGAINS
James Advantage Funds:
http://www.jamesfunds.com/our-funds-distributions.php
Janus Henderson Funds:
https://2deaa804a6dc693855a0-eba658c6bc03668a61900f643427d64d.ssl.cf1.rackcdn.com/Documents/product/distribution-tax/2018-Preliminary-Distribution-Estimates.pdf
Jensen Growth Fund:
https://www.jenseninvestment.com/view/?source=https://www.jenseninvestment.com/wp-content/blogs.dir/1/files_mf/1543245104JensenQualityGrowthFund_CapGainsEstimate2018UpdatedV42.pdf
Jensen Quality Value Fund:
https://www.jenseninvestment.com/jmf/jensen-funds/jensen-quality-value-fund/distributions/
John Hancock Funds:
https://www.jhinvestments.com/content/dam/JHINV/Corporate/News/CorporatePressReleases/2018-estimated-capital-gain-and-income-distributions-press-release-jhi.pdf
JOHCM Funds:
https://www.johcm.com/us/how-to-invest/231/distributions
JP Morgan Funds:
https://am.jpmorgan.com/blob-gim/1383575766807/83456/2018 JPM Funds Capital Gains Estimates - Final Approval.pdf?segment=AMERICAS_US_ADV&locale=en_US
Keeley Funds:
https://keeleyfunds.com/funds/distributionsummary.php
Kinetics Funds:
http://kineticsfunds.com/wp-content/uploads/2018/10/KMF-2018-distributions-EST-Final.pdf
Kopernik Funds:
https://www.kopernikglobal.com/sites/default/files/KGI CG MEMO - September 2018 Estimate.pdf
Laudus Funds:
http://ims.schwab.wallst.com/repository/?doc=DistributionEstimates
Lazard Funds:
https://www.lazardassetmanagement.com/docs/-m0-/36765/2018DistributionRateEstimatesForTheLazardFundsInc._en.pdf
Legg Mason Funds:
https://www.leggmason.com/content/dam/legg-mason/documents/en/tax-information/capital-gains-distribution/lm-2018-projected-year-end-distribution-estimates.pdf
Lateef Focused Growth Fund:
https://www.lateef.com/wp-content/uploads/2018/11/Lateef-Focused-Growth-Fund-2018-Estimated-Capital-Gain-and-Ordinary-Income-Distribution-1.pdf
Leuthold Group Funds:
https://funds.leutholdgroup.com/latest-news/469/download
Littman Gregory Masters Funds:
http://mastersfunds.com/distribution-estimates
LKCM Funds:
https://www.aquinasfunds.com/wp-content/uploads/2017/12/2018-Year-End-Mutual-Fund-Distribution-Estimates-AQUINAS-ONLY-10-9-18.pdf
LoCorr Funds(you may have to Google LoCorr Funds 2018 capital gains distribution estimates):
http://www.locorrfunds.com/media/pdfs/LoCorr_Est.CapitalGains-Dividends_October(2018).pdf
Loomis Sayles Funds:
https://www.loomissayles.com/internet/internet.nsf/content?readform&ctype=capitalgains&channel=mf
Lord Abbett Fund:
https://www.lordabbett.com/en/strategies/tax-center/capital-gain-distributions.html#la_Estimated_Capital_Gains
Madison Funds:
https://www.madisonfunds.com/individual/tax-info
Mainstay Funds:
https://www.nylinvestments.com/vgn-ext-templating/apps/polos_file.jsp?itemid=57252
Mainstay Index IQ Funds:
http://www.nylinvestments.com/polos/Flyer_2018_IndexIQ_Capital_Gains_Estimates.pdf
Mairs & Power Funds:
https://www.mairsandpower.com/m/news-and-updates/208-2016-capital-gains-and-dividends
Marsico Funds:
https://www.marsicofunds.com/investor-resources/content/distributions.fs
Matthews Asia Funds:
https://matthewsasia.com/investor-resources/fund-distributions.fs
Meridian Funds:
http://meridianfund.com/files/5915/3973/4406/2018_Estimated_Distributions_-_Meridian_Funds_092818.pdf
MFS Funds:
https://www.mfs.com/wps/FileServerServlet?articleId=templatedata/internet/file/data/backlot/mfs_cg_fly&servletCommand=default&heritageAreaId=1135
Miller Family of Fund:
https://www.millerfamilyoffunds.com/wp-content/uploads/2018/12/The-Miller-Family-of-Funds-Estimated-2018-Capital-Gains-Distributions.pdf
Miller Funds:
https://millervaluefunds.com/wp-content/uploads/pdf/CapGains2018.pdf
Moerus Worldwide Value Fund:
http://moerusfunds.com/wp-content/uploads/2018/11/Moerus-Worldwide-Value-Fund-Income-Capital-Gain-Distribution-Estimates-2018.pdf
Monetta Funds:
http://monetta.com/dividend-distributions/
Morgan Stanley Funds:
https://www.morganstanley.com/im/publication/forms/tax/2018-estimated-year-end-distributions.pdf?1541098403128
Muhlenkamp Fund:
https://muhlx.muhlenkamp.com/distributions/
Nationwide Funds(ouch):
https://nationwidefinancial.com/media/pdf/MFN-0202AO.pdf
Natixis Funds:
https://www.im.natixis.com/us/year-end-distribution-estimates
Neuberger Berman Funds:
https://www.nb.com/pages/public/en-us/tax-information.aspx
Nicholas Funds:
https://www.nicholasfunds.com/Distribution-Information/2018_Distribution_Calendar.htm
Northern Trust Funds:
https://www.northerntrust.com/documents/funds/resources/estimated-capital-gains-2018.pdf?bc=25675907
Nuveen Funds:
https://documents.nuveen.com/Documents/Nuveen/Default.aspx?fileId=49964
https://www.oakmark.com/News/2018-Fund-Distribution-Estimates.htm
Oak Ridge Investments:
https://oakridgeinvest.com/wp-content/uploads/2018/11/2018_Oak_Ridge_Funds___Capital_Gains.pdf
Oberweis Funds:
https://oberweisfunds.com/wp-content/uploads/2018/11/2018-Capital-Gains.pdf
Oppenheimer Funds:
https://www.oppenheimerfunds.com/advisors/da/Capital_Gains_Distributions_Estimates.pdf
Optimum Funds:
https://delinvest.fgsfulfillment.com/download.aspx?sku=CGE-OPT
Osterweis Funds:
https://www.osterweis.com/files/Distribution Estimates 10.31.18.pdf
Pacific Funds:
http://www.pacificfunds.com/content/dam/paclife/rsd/mutual_funds/public/sales_materials/mfp0858.pdf
Palmer Square Funds:
https://palmersquarefunds.com/uploads/2018 Estimated Capital Gains Summary2.pdf
Pax World Funds:
https://paxworld.com/customer-service/distributions/
Payden & Rygel Funds:
https://www.payden.com/pdf/Capital Gain Payment_2018.pdf
Pear Tree Funds:
https://www.peartreefunds.com/sites/default/files/2018 November Dividend Estimate.pdf
Perkins Discovery Fund (LTCG $.2724 per shares)
Permanent Portfolio of Fund:
http://www.permanentportfoliofunds.com/
Perritt Funds:
https://www.perrittcap.com/2018-distribution-update/
PGIM Funds:
https://www.pgim.com/pgimdoc/getdoc?file=D506D709CB63E2BD852583230051FAE5
Pioneer Funds:
https://us.amundipioneer.com/content/dam/us/retail/pdfs/tax-center/2018/estimated-capital-gains-2018.pdf
PIMCO Funds:
https://www.pimco.com/handlers/displaydocument.ashx?wd=Fund Review&fn=PIMCO Funds 2018 Capital Gain Distributions.pdf&id=OCrjKHusKhJoVr/PD3qRQVuM5a8XAn4X4FLGd69Fx5evQXoUIeKJ+yAL3RiPhR5B/5LFN2j8bXZScWEdivD132rymlMnfHwF3j+dONOvJL2zSL8vsAZjs38p3wdyGAJvldZ/BH6cf8azIBprPqg16Tcv8DVcK3iHmcnALd4j1zx2NXgSrTZ7CvEkboGPRlxnlwlblm+4eCdtPUxIwKUYtiRiA5j0aBYhOxZdD9AZ6fyroxKb20vfX+5CR/WIz8ER7wkTFSgKc/3Fhn/ViuqMj1Sao28KG7yIBZCqDrxArd8IDx1EdsY+Qyo9k2TLWJA1
(updated)
https://www.pimco.com/handlers/displaydocument.ashx?wd=Fund Review&fn=PIMCO and EqS Funds 2018 Quarterly and Supplemental Distribution Estimates.pdf&id=L2+qGYKt4scDx4oOe2jUyKMtMnGk4EXkUoMsMcvHlyTCLcBpiR0sCiDAFsBsBe/RS256qxfSAp3x+6t2c0RMtm3ap9e+BnhHDTVtjj6RylSBpN3ZDyy7X7JdjIxo5tCyEtZOn8EmTwuhKWRtc56XBwWHLsXLBVT2fJlgJjbAFBWvaD74IENOSdjyUW2szO9CHn010MbeJ39XFDfFRLCOffO20W48Cxmxaq81pFhjQrcTl6r8YrwYXxDdpUJHsp28orL3X3Xl0FS+TUyV9nQTZ7qVBiq6XpHQTIS6ZrxKY9LV/wt8Kwi/n6K7CQLaSoTV
PIMCO EqS Funds:
https://www.pimco.com/handlers/displaydocument.ashx?wd=Fund Review&fn=EqS Funds 2018 Capital Gain Distributions.pdf&id=J9XFBRUqAWtXUOqXT1oXu5JJBpXeUoWEqxRttAU5VbLaUUmP6dSV61ANt7kdrIsjcPQslLypGhPIkTd67U7AVPLPS8R+KinGS4SQIgRQk4VtnUkQlIfnJ2YY403b+NuMaOksVcWCduA9zOgqKE7G49Y0ZEGTVPO3wK7zCnTMsUZTtsKSPE+me/LWzoy2PKToQ9SYgKB1FR5DziK3pCXCxKuoBVIwwTZKfsfta9DGH5Da5e9b8Va/VkXhHv8N1h/rlkZM88VbmpQFbErFkIa1bqI2qFf1y2Ws98L+VtynPYcMq7yIxmezf1VFkB8Hq9OG
(updated)
https://www.pimco.com/handlers/displaydocument.ashx?wd=Fund Review&fn=PIMCO and EqS Funds 2018 Quarterly and Supplemental Distribution Estimates.pdf&id=L2+qGYKt4scDx4oOe2jUyKMtMnGk4EXkUoMsMcvHlyTCLcBpiR0sCiDAFsBsBe/RS256qxfSAp3x+6t2c0RMtm3ap9e+BnhHDTVtjj6RylSBpN3ZDyy7X7JdjIxo5tCyEtZOn8EmTwuhKWRtc56XBwWHLsXLBVT2fJlgJjbAFBWvaD74IENOSdjyUW2szO9CHn010MbeJ39XFDfFRLCOffO20W48Cxmxaq81pFhjQrcTl6r8YrwYXxDdpUJHsp28orL3X3Xl0FS+TUyV9nQTZ7qVBiq6XpHQTIS6ZrxKY9LV/wt8Kwi/n6K7CQLaSoTV
Pinnacle Value Fund:
http://www.pinnaclevaluefund.com/historicalresults.aspx
PNC Funds:
https://pncfunds.com/cmsfiles/docs/resources/tax_center/2018CapGainsEstimates.pdf?1540486404373
Praxis Funds:
https://doclib.everence.com/WorkArea/DownloadAsset.aspx?id=29106#_ga=2.80540631.1776936868.1545361117-532572055.1545361117
Primecap Odyssey Funds:
http://www.primecapmanagement.com/prices_and_performance/distribution_information.html
Principal Funds(ouch!!!):
https://secure02.principal.com/publicvsupply/GetFile?fm=MM3682&ty=VOP&EXT=.VOP
Provident Trust Strategy Fund:
https://www.provfunds.com/docs/12.14.18 Distribution Summary.pdf
Putnam Funds:
https://www.putnam.com/literature/pdf/TX001-d8f6b0c96920f32a5fd725ccb5f92727.pdf
Pzena Funds:
http://www.pzena.com/file/4162576/Index?KeyFile=1500114521
Queens Road Funds:
https://queensroadfunds.com/distributions/
Rational Funds:
http://rationalmf.com/wp-content/uploads/2018/11/rational-distributions-2018-11-28-est.pdf
RiverNorth Funds:
RiverNorth Core Opportunity Fund
https://www.rivernorth.com/mutual-funds/rncix-rncox
RiverPark Funds:
http://www.riverparkfunds.com/Data/Sites/17/media/docs/news/Estimated_Distribution_Information_Mutual_Funds_2018.pdf
RMB Funds:
http://rmbfunds.com/wp-content/uploads/2018/11/RMB-CAP-GAINS-ESTIMATES-2018-WEBSITE-111218-002.pdf
Rondure Global Funds:
https://www.rondureglobal.com/distributions
Royce Funds:
https://www.roycefunds.com/news/Distributions/open-end-funds-year-end-distributions-estimates.aspx
Russell Investments:
https://russellinvestments.com/-/media/files/us/funds/tax-information/2018/estimated-capital-gains.pdf?la=en
https://russellinvestments.com/-/media/files/us/funds/tax-information/2018/estimated-capital-gains-tax-managed-funds.pdf?la=en
http://www.salientpartners.com/wp-content/uploads/salient-preliminary-capital-gains-information-rates-2018-revised.pdf
Saturna Funds:
https://www.saturna.com/performance/distributions
Schneider Small Cap Value Fund:
https://www.schneidercap.com/wp-content/uploads/2018/12/2018-Distribution-SCMVX.pdf
Schwab Funds:
http://ims.schwab.wallst.com/repository/?doc=2008DistAct
Seafarer Funds:
https://www.seafarerfunds.com/distributions/
Segall Bryant & Hamill Funds:
https://sbhfunds.com/wp-content/uploads/2018/11/2018_SBH_Trust_Distribution_Information_11.pdf
Selected Funds:
https://selectedfunds.com/document/read/2018_estimated_year_end_capital_gains_distributions
Semper Funds:
http://semperfunds.com/index.html
Sequoia Fund:
https://www.sequoiafund.com/Communications
Sound Shore Fund:
http://www.soundshorefund.com/cap_gains.asp
Sit Funds:
http://www.sitfunds.com/2018-tax-information/
SSGA Funds:
https://www.ssgafunds.com/resources/capgain/index.seam
State Farm Funds:
https://www.statefarm.com/finances/mutual-funds/investment-resources/price-performance-distributions/year-to-date-distributions
Sterling Capital Funds:
https://6b517bbbe092ed90657e-e87f61d6c272d3a7e8ddccf5e9815e01.ssl.cf2.rackcdn.com/SC-Funds-Est-Capital-Gains-2018-1.pdf
T Rowe Price Funds:
https://www3.troweprice.com/usis/personal-investing/planning-and-research/tax-planning/dividend-distributions/2018-preliminary-year-end-distributions.html
TCW Funds Equity:
https://www.tcw.com/-/media/Downloads/TCW_Funds/Distribution_and_Tax_Information/TCW-FUND-Estimated_Distributions.ashx
TCW MetWest Funds:
https://www.tcw.com/-/media/Downloads/MetWest_Funds/Distribution_and_Tax_Information/MWFUND-Estimated_Distributions.ashx
Third Avenue Funds:
https://thirdave.com/2018-estimated-income-capital-gain-distributions/
Thompson Investment Management:
https://www.thompsonim.com/pdf/2018EstDistributions.pdf
Thornburg Funds:
https://www.thornburg.com/products-performance/mutual-funds/dividends-capital-gains/capital-gains.aspx
Thrivent Funds:
https://www.thriventfunds.com/support/tax-resource-center/capital-gains.html
TIAA-CREF Funds (Retail & Institutional):
https://www.tiaa.org/public/pdf/2018_Estimated_Annual_Taxable_Distribution-Retail_Share_Class.pdf
https://www.tiaa.org/public/pdf/2017_estimated_ye_distributions_institutional.PDF
Tocqueville Funds:
http://www.tocquevillefunds.com/sites/default/files/2018_PrelimDistributions-2018-10-22.pdf
Touchstone Funds:
https://www.touchstoneinvestments.com/documents/pdf/TSF618.pdf
Transamerica Funds(see the Growth Fund and Mid Cap Growth(ouch!)):
https://www.transamerica.com/media/tmf-dividend-calendar-2018_tcm145-100879.pdf
Trillium Funds:
http://trilliummutualfunds.com/wp-content/uploads/2018/11/Trillium-Funds-2018-Estimated-Capital-Gains-Distribution-Information-002.pdf
Tweedy, Browne Company Funds:
https://www.tweedy.com/resources/library_docs/general/2018 Estimated Distributions 10-15-18.pdf
UBS Funds:
https://www.ubs.com/us/en/asset-management/individual-investors-and-financial-advisors/products/mutual_fund/_jcr_content/par/accordionbox/linklist/link_6.1771797964.file/bGluay9wYXRoPS9jb250ZW50L2RhbS9pbnRlcm5ldGhvc3RpbmcvdXNfbGlicmFyeS9lbi9tdXR1YWwvY2FwX2dhaW5zLnBkZg==/cap_gains.pdf
UBS Pace Funds:
https://www.ubs.com/us/en/asset-management/individual-investors-and-financial-advisors/products/ii_pace/_jcr_content/par/accordionbox_275537015/linklist/link_5.0029280529.file/bGluay9wYXRoPS9jb250ZW50L2RhbS9pbnRlcm5ldGhvc3RpbmcvdXNfbGlicmFyeS9lbi9wYWNlL2NhcF9nYWlucy5wZGY=/cap_gains.pdf
USAA Funds:
https://content.usaa.com/mcontent/static_assets/Media/MutualFundDist_PreNotification.pdf?cacheid=1419280962_p
US Global Investors Funds(new):
http://www.usfunds.com/in-the-news/u-s-global-investors-funds-to-pay-year-end-distributions1/#.XCQG-emWyM8
Van Eck Funds:
https://www.vaneck.com/vaneck-funds-2018-yearend-distributions.pdf
Vanguard Funds (as of 12/10/18 including ETFs):
http://vanguard.com/pdf/RET891511_122018_final.pdf
Victory Funds:
https://www.vcm.com/docs/default-source/victory-fund-forms-and-documents/victory-funds-2018-estimated-capital-gains.pdf?sfvrsn=c1965ac0_2
Victory RS Funds
https://www.vcm.com/docs/default-source/victory-fund-forms-and-documents/victory-rs-funds-2018-estimated-capital-gains.pdf?sfvrsn=cd965ac0_4
Victory Munder Funds:
https://www.vcm.com/docs/default-source/victory-fund-forms-and-documents/victory-munder-funds-2018-estimated-capital-gains.pdf?sfvrsn=62895ac0_2
Virtus Funds:
https://www.virtus.com/assets/files/21c/virtus_mutual_funds_year_end_distribution_est_7065.pdf
Voya Funds:
https://individuals.voya.com/page/2018-estimated-capital-gains
Vulcan Value Partners Funds:
https://www.vulcanvaluepartners.com/wp-content/uploads/2018/11/Vulcan-Value-Partners-Distribution-Estimates-9.30.2018.pdf
Waddell & Reed Advisors:
https://documentdownload.hartehanks.com/AssetDisplay?acc=WRSC&itemCode=WRCAPGAINS
Walthausen Funds(scroll down to bottom):
http://www.walthausenfunds.com/fund-documents/
Wasatch Funds:
https://secure.wasatchfunds.com/~/media/Docs-Fund/2018_Yr_End_Dist_Est_v2w1.ashx
WCM Funds:
http://www.wcminvestfunds.com/files/wcm-mutual-fund-capital-gains.pdf
Weitz Funds:
https://weitzinvestments.com/funds_and_performance/distribution_and_tax_information.fs
Westchester Capital Funds:
https://www.mergerfund.com/wp-content/uploads/2018/12/2018-Capital-Gains-and-Ordinary-Income-Distributions.pdf
William Blair Funds:
https://www.williamblairfunds.com/resources/docs/funds/other/William Blair Funds - Estimated Distributions 2018 - I and N_final.pdf
Wilmington Funds:
https://wilmingtonlit.com/downloads/performance/capitalgains/2018_Capital_Gains_Estimates.pdf
Wintergreen Fund:
http://www.wintergreenfund.com/reports/dividends/distribution2018.php
WisdomTree ETF:
https://www.wisdomtree.com/-/media/us-media-files/capital-gains-estimates-schedule/preliminary-estimated-capital-gains-distributions-2018.pdf
Yorktown Funds:
https://yorktownfunds.com/funds-performance/distributions/
https://oakmark.com/Investing-With-Us/Tax-Information.htm
Seafarer funds:
seafarerfunds.com/distributions/
T.Rowe Price funds:
https://www3.troweprice.com/usis/personal-investing/planning-and-research/tax-planning/dividend-distributions/dividend-distribution-dates.html
Fidelity funds:
https://fidelity.com/bin-public/060_www_fidelity_com/documents/mutual-funds/capital-gains-ex-date-schedule.pdf
https://longleafpartners.com/sites/default/files/categories/Documents/Longleaf-Partners-Funds-Capital-Gain-Distribution-Estimate-2018.pdf
Distributions Page
https://longleafpartners.com/investment-offerings/longleaf-partners-fund/distributions
https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/mutual-funds/capital-gains-estimates.pdf
Guggenheim
https://www.guggenheiminvestments.com/mf/distributions
Invesco
https://www.invesco.com/portal/site/us/template.PAGE/investors/newsroom/?javax.portlet.tpst=9bbd3cd7967de86de9e3cc31524e2ca0&javax.portlet.prp_9bbd3cd7967de86de9e3cc31524e2ca0_FilterList=FCLASS_SUBJECT_MATTER&NOOP_FIELD_VALUE&javax.portlet.prp_9bbd3cd7967de86de9e3cc31524e2ca0_action=&javax.portlet.prp_9bbd3cd7967de86de9e3cc31524e2ca0_FilterGGA=I6 &javax.portlet.prp_9bbd3cd7967de86de9e3cc31524e2ca0_firstResult=&javax.portlet.begCacheTok=com.vignette.cachetoken&javax.portlet.endCacheTok=com.vignette.cachetoken
Knowledge Leaders Funds
http://knowledgeleadersfunds.com/
Nationwide
https://www.nationwide.com/mutual-funds-distributions.jsp
Oppenheimer Funds
https://www.oppenheimerfunds.com/advisors/funds/distributions/all
Parnassus (pays out in November)
https://www.parnassus.com/parnassus-mutual-funds/DividendInfo
https://www.glenmede.com/files/2018-glenmede-funds-capital-gains.pdf
https://my.dimensional.com/tools/materials/50298/
https://my.dimensional.com/local/us/files/Distribution Estimates - 2018.pdf
Vanguard is out now...
https://investornews.vanguard/upcoming-capital-gains-information/
Wuh-woh. Updated estimate = long term $3.945, or ~ 8%.
https://www.wellsfargofunds.com/assets/edocs/communications/20181109-2-productalert.pdf
**Oakmark's came out today, nevermind**
https://fundsus.dws.com/EN/products/mutual-funds-capital-gains.jsp
Regards,
Ted
https://www.businesswire.com/news/home/20181116005538/en/VanEck-Announces-Preliminary-Yearend-Distribution-Estimates-VanEck
https://www.businesswire.com/news/home/20181116005538/en/VanEck-Announces-Preliminary-Yearend-Distribution-Estimates-VanEck
OAK ASSOCIATES https://www.oakfunds.com/articles/2018-capital-gains-and-dividend-distributions
SMEAD https://smeadcap.com/files/4915/4100/0987/2018_Dividend_Estimates.pdf
VALUE LINE (New) https://vlfunds.com/gains
http://www.fairholmefundsinc.com/Bulletin/FAIRXFOCIXFAAFXEstimateQ42018.pdf
Here is the earlier post about Harbor's large CG forthcoming.
https://mutualfundobserver.com/discuss/discussion/43072/m-taking-a-bath-lessons-from-a-big-fund-s-9-billion-capital-gains-distribution-hainx
Also check Principal and Transamerica Funds links above for extremely large CGs. Even BRAGX paid a $5 per share CG this year after all of the years it had carry forward losses.
Regards,
Ted