Howdy, Stranger!

It looks like you're new here. If you want to get involved, click one of these buttons!

In this Discussion

Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.

    Support MFO

  • Donate through PayPal

2023 capital gains distribution estimates

edited December 2023 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 page for other various posts with possible links. Thanks to everyone who contributes and posts their information! Please keep in the mind that it is early, and the estimates posted are tentative.

1290 Funds:

AAM Funds:

AB Funds:

Abrdn Funds:

Aegis Value Fund:

Akre Fund:

Alger ETFs:

Alger Fund:

Allspring Funds:

AlphaCentric Funds (new): Gains/CapGains2023.pdf

American Beacon Funds:

American Century Funds:

AMG Funds: Funds 2023 Distributions Estimates 10-23.pdf

Angel Oak Funds:

AQR Funds:

Arbitrage Funds:

Aristotle Funds (updated): Gains_10.31.pdf

Artisan Partners Funds:

Avantis Funds:

Ave Maria Funds:

Baillie Gifford Funds:

Baird Funds:

Baron Funds:

Blackrock Funds:

BNY Mellon Funds:

Boston Partners Funds:

Bretton Fund (new):

Bridge Builder Funds:

Bridgeway Funds:

Brown Advisory Funds:

Brown Capital Management Funds (click link for Distributions under "Key Documents"):

Bruce Fund (new; pays 12/18)
Ordinary income - $15.7868
LTCG- $16.6610

Buffalo Funds (in Excel):

Calamos Funds:

Calvert Funds:

Cambiar Funds:

Capital Group:

Carillon Funds:

Castle Focus Fund:

Catalyst Funds (new):

Champlain Funds:

Clipper Fund:

Coho Funds:

Columbia Threadneedle Funds:

Congress Asset Funds:

CRM Funds:

Cullen Funds:

Davenport Funds:

Davis Funds:

Delaware Funds:

DF Dent Funds (new):

Diamond-Hill Funds:

Dimensional Funds:

Dodge and Cox Funds:

Doubleline Funds, closed end funds and ETFs:

Driehaus Funds (updated):

DWS Funds:


Sign In or Register to comment.