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2021 capital gains distribution estimates (mutual funds and ETFs)

edited November 25 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. Be sure to check the entire post for various posts with possible links. Thanks to everyone who contributes and posts their information.

1290 Funds:
http://www.1290funds.com/resources/#taxInformation

1919 Funds:
https://1919funds.com/pdfs/all/1919-Capital-Gains.pdf

AB Funds:
https://www.alliancebernstein.com/sites/investments/us/resources/pdf/FINAL_GEN-5796.pdf

Aberdeen Funds:
https://www.abrdn.com/docs?editionId=d0fbe25e-6e24-4c0d-933e-836e8341e133

Akre Focus Fund:
https://www.akrefund.com/historical-distributions/

Alger Funds:
https://www.alger.com/Pages/Page.aspx?pageLabel=DividendsDistributions

Alps Funds (new):
https://www.alpsfunds.com/api/resources/6f4c6c6e8800441d87d81058b354252d.pdf

American Beacon Funds:
https://www.americanbeaconfunds.com/downloads/resourcecenter/TaxAndDividend/2021EstimatedYeaEndDividends.pdf

American Century Funds:
https://www.americancentury.com/content/direct/en/insights/guidance-planning/tax-center/preparing-your-taxes/estimated-distributions.html

American Funds:
https://www.capitalgroup.com/individual/service-and-support/tax-center/2021-year-end-distributions.html

AMG Funds:
https://www.amgfunds.com/content/dam/amgfunds/documents/other/amgf-capital-gains.pdf

Angel Oak Funds:
https://angeloakcapital.com/2021-estimated-capital-gains/

AQR Funds:
https://funds.aqr.com/-/media/Files/Fund-Documents/AQR-Funds-Announces-Estimated-Income-and-Capital-Gain-Distributions-for-2021.pdf?la=en&hash=A94779E3ADD5198C1535315D18D47A67

Arbitrage Funds:
https://arbitragefunds.com/news

Ariel Funds:
https://www.arielinvestments.com/distributions/

Aristotle Funds:
https://aristotlefunds.com/wp-content/uploads/2021/10/Aristotle-Funds-2021-Distribution-Estimates-as-of-2021-10-19-ACM-2110-302.pdf

Artisan Partners Funds (final):
https://www.artisanpartners.com/individual-investors/resources/tax-center/distributions.html

Ave Maria Funds:
https://avemariafunds.com/fund-family/dist-2021.html

Baillie Gifford Funds:
https://www.bailliegifford.com/literature-library/funds/mutual-funds/estimated-capital-gain-distribution-new/

Baird Funds:
https://www.bairdassetmanagement.com/siteassets/pdfs/distributions/2021-estimated-capital-gains.pdf

Baron Funds:
https://www.baronfunds.com/tax-center

Blackrock Funds:
https://www.blackrock.com/us/individual/literature/distribution-information/blackrock-funds-distribution-estimates-2021.pdf

BNY Mellon Funds:
https://im.bnymellon.com/us/en/documents/manual/tax-forms/2021-early-estimated-capital-gains-august-2021.pdf

Boston Partners Funds:
https://www.boston-partners.com/uploads/2021/11/ac8b379f23048488ba935744ac3d8477/bp-funds-2021-estimated-cap-gain-dist.pdf

Bridge Builder Funds:
http://www.bridgebuildermutualfunds.com/wp-content/uploads/pdfs/current/Bridge_Builder_2021_Capital_Gains.pdf

Bridgeway Funds (BRUSX - ouch):
https://bridgewayfunds.com/wp-content/uploads/sites/2/2021/11/2021-Distribution-Estimates-20211104.pdf

Brown Capital Management Funds (click on distribution link under "key documents" ):
https://www.browncapital.com/investmentstrategies/smallcompanyfundinv/

Buffalo Funds:
https://buffalofunds.com/wp-content/uploads/2021-Capital-Gains-Distribution-Estimates.pdf

Calamos Funds:
https://www.calamos.com/globalassets/media/documents/tax-center/2021-calamos-estimated-capital-gains.pdf

Calvert Funds (same as Eaton Vance):
https://funds.eatonvance.com/media/public/4878.pdf

Cambiar Funds:
https://cambiar.com/capital-gains-2021-estimates/

Carillon Funds:
https://www.carillontower.com/our-funds/fund-dividend-and-tax-information

Castle Investments:
Castle Tandem Fund
https://www.castleim.com/wp-content/uploads/2021/11/Castle-Tandem-Cap-Gain-Estimate-11-1-2021-.pdf

Castle Focus Fund
https://www.castleim.com/wp-content/uploads/2021/11/A-Castle-Focus-Cap-Gain-Estimate-Nov-1-2021-Update.pdf

Catalyst Funds (new):
https://catalystmf.com/wp-content/uploads/sites/3/2021/11/catalyst-distributions-2021-10-31-est.pdf

Causeway Funds:
https://www.causewaycap.com/wp-content/uploads/Causway-Funds-2021-Estimates.jpg

Cavanal Hill Funds:
https://cavanalhillfunds.com/uploads/documents/2021_Estimated_CapitalGains_CavHil.pdf

Centerstone Investors:
https://centerstoneinv.com/wp-content/uploads/2021/10/Website-Summary-Dividend-Distribution-August-2021.pdf

Champlain Funds:
https://cipvt.com/wp-content/uploads/2021/10/Champlain-Estimated-Yr-End-Distributions-2021-vr-101521.pdf

City National Rochdale Funds:
https://www.citynationalrochdalefunds.com/assets/PDFs/Distributions/CNR_Cap_Gains_Distribution_Memo_2021.pdf

Clarkston Funds:
http://www.clarkstonfunds.com/documents/clarkstonfunds-dd-20211110.pdf

Clipper Fund:
https://clipperfund.com/document/read/2021_estimated_year_end_capital_gains_distributions

Cohen & Steers:
https://assets.cohenandsteers.com/assets/content/tax_documents/OEF_2021_Distributions_Estimate_September_30_2021.pdf

Coho Funds:
https://www.cohofunds.com/relative-value-equity-fund/tax-information/

Columbia Funds:
https://www.columbiathreadneedleus.com/binaries/content/assets/cti/public/2021_cap_gain_yearend_estimates.pdf

Conestoga Funds:
https://www.conestogafunds.com/conestoga-small-cap-fund
https://www.conestogafunds.com/conestoga-mid-cap-fund-with-perf
https://www.conestogafunds.com/conestoga-smid-cap-fund

Congress Asset Management Funds:
http://www.congressasset.com/assets/mutual-fund-capital-gains-2021.pdf

CRM Funds:
https://www.crmfunds.com/funds-overview/shareholder-resources/distributions/
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