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2020-21 Capital Gains estimates

edited October 2021 in Fund Discussions
'Tis that time of year again! Some preliminary estimates are now available. As in years past, please alphabetize your funds. To make it easier for readers post (new) next to your additions to differentiate it from your older existing posts. Thanks to everyone who contributes and posts their information.

1919 Funds:

1290 Funds:

Aberdeen Funds:

Advisor Asset Management (AAM):

Aegis Value Fund:

AIG Funds:

Akre Funds:

Alger Funds:

Alliance Bernstein Funds:

Allianz Global Funds:

AlphaCentric Funds:

ALPS Funds:

American Beacon Funds:

American Century Funds:

American Funds:

AMG Funds:

Amundi Pioneer Funds (updated):

Angel Oak Funds:

AQR Funds:

Aquila Funds:

Arbitrage Funds:

Ariel Funds:

Aristotle Funds:

ARK Etfs:

Artisan Partners Funds:

Ave Maria Funds:

Baillie Gifford Funds:

Baird Funds:

Barings Funds:

Baron Funds:

BBH Funds:

Blackrock Funds:

BNY Mellon Funds:

Bogle Small Cap Growth Fund:

Boston Partners Funds (check out Long/Short Equity Fund):

Bridgebuilder Funds:

Bridgeway Funds:

Brookfield Investment Funds: Investment Funds Capital Gains Estimate 2020_Web.pdf

Brown Advisory Funds: Distribution Update October.pdf

Bruce Fund (paid (figures rounded))
Ordinary income $13.58
STCG - $.92
LTCG -$21.91

Buffalo Funds:

Calamos Funds:

Calvert Funds:

Cambiar Funds:

Carillon Tower Advisors:

Castle Investment Management Funds:

Catalyst Funds:

Causeway Funds:

Centerstone Investors:

Champlain Funds (updated):

Chartwell Funds:

City National Rochdale Funds:

Clarkston Funds:

Clipper Fund:

Cohen & Steers Funds:

Coho Funds:

Columbia Threadneedle Funds (incl. Acorn Funds):

Commerce Funds (bottom of page):

Congress Asset Funds:

Credit Suisse Funds:

CRM Funds:

Crossmark Steward Funds:

Cullen Funds:

Davis Funds:

Delaware Funds:

DF Dent Funds:

DGHM Funds (new):

Diamond-Hill Funds (updated):

Dimensional Funds:

Dodge & Cox Funds:

Domini Funds:

Doubleline Funds:

Driehaus Funds:

Dunham Funds:


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