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

2013 Preliminary capital gains distribution estimates/percentages

edited October 2013 in Fund Discussions
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.

American Funds

https://www.americanfunds.com/resources/tax/capital-gains/index.html



Franklin Templeton Funds

https://www.franklintempleton.com/share/pdf/lit/GOF-PAKCG.pdf

or

https://www.franklintempleton.com/funds/fund-capital-gain-distributions



Columbia Acorn Funds

https://www.columbiamanagement.com/content/columbia/pdf/2013_YEAR_END_CAPITAL_GAIN_ESTIMATES_ACORN.PDF


Baron Funds

http://www.baronfunds.com/mutual-funds/distribution-information/



Nuveen

http://www.nuveen.com/Home/Documents/Viewer.aspx?fileId=49964



ICM Small Company Fund

https://www.icomd.com/downloads/icm-small-co-portfolio-est-capital-gain-distribution.pdf

«13

Comments

Sign In or Register to comment.