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This is such a great resource for me during distribution season. What are you guys doing with this data? I use it to create estimates of what my clients will receive in distributions before the end of the year, determine which funds to put off buy…
Artisan
https://www.artisanpartners.com/investment-professionals/resources/tax-center/distributions.html
First Eagle
https://www.feim.com/sites/default/files/8.31.21_Summary_dividend_estimates.pdf
yikes @US Value
Natixis
https://www.im.natixis…
BNY has been updated
https://im.bnymellon.com/us/en/documents/manual/tax-forms/2021-early-estimated-capital-gains-november-2021.pdf
Dodge and Cox (new)
https://www.dodgeandcox.com/pdf/shareholder_services/dc_estimated_year_end_distributions_2021.p…
Akre
https://www.akrefund.com/historical-distributions/
Primecap
https://www.primecap.com/wp-content/uploads/2019/10/2019-Distribution-Estimates-9-30-2019.pdf
Dimensional Funds (DFA) is available, you have to log into their site though.
Black…
Thank you everyone for posting! Do you think, when editing your post to show a new distribution.... we can put the new things at the end? That way I can easily see what is newest?
@thegain Train
I have to log in to Dimensional to get to it. its actually an excel file. here is the direct link, I hope it works for you!
https://my.dimensional.com/local/us/files/distribution_calculator.xlsm
if it doesn't, PM me and I can e…
Clipper Fund
http://clipperfund.com/estimated_capital_gains
Deutsche Funds
https://fundsus.deutscheawm.com/EN/docs/products/Estimated_Capital_Gain_Distributions_Sept_30_2014.pdf
Blackrock
http://www.blackrock.com/investing/literature/tax-informat…
First Eagle has issued preliminary distribution estimates. https://www.feim.com/sites/default/files/media/ckeditor/1/lit_forms/2014 Preliminary Ordinary Income and Capital Gains Distributions.pdf
Third Avenue
http://thirdave.com/ta/Documents/2013EstimatedMutualFundDistribution11-17-2013.pdf
Fairholme
http://www.fairholmefunds.com/show_pdf.php?file=http://www.fairholmefunds.com/sites/default/files/Distributions-11-18-2013.pdf#pagemode=bookma…
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 …
