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2013 Preliminary capital gains distribution estimates/percentages
Another season of capital gains is falling upon us again for 2013. Here are some links to some mutual fund families posting early this year (similar to walking into any box store or any other retail shop seeing holiday gifts already available for sale in late September). If anyone finds any mutual fund families' distributions not posted, please post them for the benefit of others.
Comments
Champlain
http://www.cipvt.com/pdf/Champlain Estimated Yr End Distributions 09.30.13.pdf
Harbor
http://www.harborfunds.com/18002.htm
First Eagle
https://www.feim.com/sites/default/files/media/ckeditor/1/files/Summary Distribution estimates for website as of 8 31 2013_v2.pdf
https://ww3.janus.com/SiteObjects/published/FFFFFFFFA8347B540106A689CB6E5086/F92C2C0B96A0FC5D381FC3C8C7C18819/file/Janus Funds Preliminary Distribution Estimates 2013.pdf
FMI Funds
http://www.fiduciarymgt.com/funds/other/Funds_Fiscal_2013_EstDist.pdf
Quaker Funds
http://www.quakerfunds.com/performance/tax/2013distributions
http://www.longleafpartners.com/downloads/Cap Gain Estimate 2013.pdf
https://www.principalfunds.com/investor/aboutus/news/article-2013-Capital-Gains-Estimates.htm
http://pioneerfunds.com/misc/pdfs/taxcenter/capgains13.pdf
http://www.roycefunds.com/news/2013/10/open-end-funds-2013-year-end-distributions-estimates
http://www.primecapmanagement.com/prices_and_performance/distribution_information.html
http://individual.troweprice.com/public/Retail/Planning-&-Research/Tax-Planning/Dividend-Distributions/2013-Preliminary-Year-End-Distributions
http://davisfunds.com/estimated_capital_gains
http://www.wintergreenfund.com/reports/dividends/distribution.php
http://investor.managersinvest.com/download/distributions/income_cap_gains_distributions.pdf
Putnam Funds
https://www.putnam.com/literature/pdf/EO183.pdf
http://www.waddell.com/NetCommon/MutualFunds/pdf/cap_gain_estimates_wra.pdf
http://covestreetfunds.com/PDFs/Capital Gains.pdf
Ivy Funds
https://www.ivyfunds.com/sites/default/files/cap_gain_estimates_ivy.pdf
Wasatch Funds
https://secure.wasatchfunds.com/~/media/Docs-Fund/2013_Est_Yr_End_Cap_Gain_v2w0.ashx
American Century Investments
https://www.americancentury.com/taxes/estimated_distributions.jsp
DWS Funds
https://www.dws-investments.com/EN/docs/products/Estimated_capital_gain_distribution.pdf
Federated Kaufmann Fund
http://www.federatedinvestors.com/FII/mutualfunds/details/taxInformation.do?fundshareid=5801&year=2013
https://www.alliancebernstein.com/abcom/Segment_Homepages/Investments/US/Resources/Content/PDFs/tax_center/2012EstCapGainsDist.pdf
Transamerica Funds
https://www.transamericainvestments.com/TridionImages/Year-End-Distribution-Estimates.pdf
Schroder Funds
http://www.schroderfunds.com/staticfiles/Schroders/Sites/Americas/Schroderfunds/documents/2013EstimatedDividendDistributions.pdf
Scout Funds
http://scoutinv.com/resources/documents/literature/Distribution_Estimates_Memo_2013.pdf
http://astonfunds.com/includes/modules/assets/controllers/Files/download.php?file=1382452312_Estimated-Capital-Gain-Sept-30-2013.pdf
Invesco Funds
https://www.invesco.com/pdf/IFCG-FLY-2-E.pdf?contentGuid=53ba865d7c0e1410VgnVCM100000c1f1bf0aRCRD
https://www.fidelity.com/taxes/fidelity-mutual-fund-tax-information/year-end
https://fiiscontent.fidelity.com/779189.PDF?pos=R
http://www.muhlenkamp.com/fund/fund-distributions
http://www.nylinvestments.com/public_files/MainStay/PDF/Home/Capital_Gains-2013.pdf
Clipper Fund
http://clipperfund.com/estimated_capital_gains
http://www.northernfunds.com/resources/tax_center/docs/pre_est_cap_gains.pdf
Lord Abbett
https://www.lordabbett.com/advisor/investmentproducts/taxcenter/capitalgaindistribution/
Federated Funds (incl. Kaufmann)
http://www.federatedinvestors.com/FII/campaign/detail.do?cid=97570
https://www.columbiamanagement.com/content/columbia/pdf/2013_YEAR_END_CAPITAL_GAIN_ESTIMATES.PDF
http://www.ivafunds.com/sites/default/files/downloads/Estimates 2013 Capital Gains and Income Distribution.pdf
http://www.thornburginvestments.com/funds/dividends.asp#capgains
http://funds.eatonvance.com/Tax-Information.php
Hartford Funds
http://www.hartfordfunds.com/dam/en/docs/pub/funddocuments/regulatorydocument/Tax Center/MF5481.pdf
CRM Funds
http://www.crmfunds.com/distributions.aspx
http://www.conestogacapital.com/mutual fund.htm
Calvert Funds
http://www.calvert.com/newsArticle.html?article=20762&source=RSS:+Calvert+News
Aberdeen Funds
http://www.aberdeen-asset.us/doc.nsf/Lit/ContentUSOpenAsiaBondInstitutional2013DividendCalendarAberdeenFunds
http://www.harborfunds.com/downloads/2013_Dividend_Estimates.pdf
Meridian Funds
http://www.meridianfund.com/pdfs/2013 Estimated Distributions - Meridian Funds.pdf
Doubleline
http://doublelinefunds.com/pdf/2013_DL_Funds_Capital_Gains.pdf
http://www.forwardinvesting.com/wp-content/uploads/2013-Forward-Capital-Gains-Estimate-Notice-20131024.pdf
Oppenheimer Funds
https://www.oppenheimerfunds.com/digitalAssets/Cap_Gains_Estimates_Consumer-ec6595bc-23fb-498c-99cd-0ccebe6e8698.pdf
John Hancock Funds
http://www.jhinvestments.com/CMS/DownloadableItems/NewsDocuments/Public/MFCGBL2013.pdf
Aquila Funds
http://aquilafunds.com/wp-content/uploads/2013/10/CapGainEst-10-2013.pdf
http://www.tweedy.com/resources/library_docs/general/2013 Estimated Distributions 10-15-13.pdf
American Beacon Funds
http://www.americanbeaconfunds.com/downloads/resourcecenter/TaxAndDividend/2013YearEndDividendSchedule.pdf