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Mid-Year CG Distributions

BenWPBenWP
in Fund Discussions
For the first time since inception, DVSMX paid a distribution of 2.3% on July 5. Since 2017, distributions have been paid in December. I suspect that formerly high-flying funds have had to sell winners. Current shareholders, myself included, will foot the tax bill. I wonder if other members' growth holdings have stepped up their distributions. I wouldn't be surprised if December brings another relatively high tax bill for growth funds, as occurred in 2021.

Comments

  • Sven
    That is so true! Last year was bad for large cap growth funds with large capital gain distribution. In some case even they have a negative return year. Index funds would be a better option for taxable account. I have done that several years ago.
  • rforno

    Several of my American Funds have done (big) summertime CG distributions, too.
  • BenWPBenWP
    Where is a body to hide? (Not that I’ve committed murder yet…)
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