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2021 capital gains distribution estimates (mutual funds and ETFs)

'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:

1919 Funds:

AB Funds:

Aberdeen Funds:

Akre Focus Fund:

Alger Funds:

Alps Funds (new):

American Beacon Funds:

American Century Funds:

American Funds:

AMG Funds:

Angel Oak Funds:

AQR Funds:

Arbitrage Funds:

Ariel Funds:

Aristotle Funds:

Ark ETF (new): Files/ARKETFs_12021_Handout_Capital_Gains_Distribution_2021.pdf

Artisan Partners Funds (final):

Ave Maria Funds:

Baillie Gifford Funds:

Baird Funds:

Baron Funds:

Blackrock Funds:

BNY Mellon Funds:

Boston Partners Funds:

Bridge Builder Funds:

Bridgeway Funds (BRUSX - ouch):

Brown Brothers Harriman Funds (new: finally found it):

Brown Capital Management Funds (click on distribution link under "key documents" ):

Buffalo Funds:

Calamos Funds:

Calvert Funds (same as Eaton Vance):

Cambiar Funds:

Carillon Funds:

Castle Investments:
Castle Tandem Fund

Castle Focus Fund

Catalyst Funds (new):

Causeway Funds:

Cavanal Hill Funds:

Centerstone Investors:

Champlain Funds:

City National Rochdale Funds:

Clarkston Funds:

Clipper Fund:

Cohen & Steers:

Coho Funds:

Columbia Funds:

Conestoga Funds:

Congress Asset Management Funds:

CRM Funds:


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