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@laurenduvall - can't seem to access the DFA estimates and their website says "Inc."... any chance you have a link with a PDF?
Dimensional Funds (DFA)
https://my.dimensional.com/tools/materials/50298/
American Funds:
https://www.americanfunds.com/individual/service-and-support/tax-center/2016-year-end-distributions.html
db x-trackers:https://etfus.deutscheam.com/US/EN/resources/about-us/news-updates/ETFCG_Estimates_2016-2016-11-15.pdf
Federated:h…
No Capital Gains on the ETFs!
It looks like they've just rolled this page forward for 2015... the link you have shows Q3 2015 distributions. Actually, Vanguard paid out on a number of their ETFs last year (see the bottom of the page for the estimat…
Below is link to 2014 distributions (dividend and capital gains) on Vanguard ETFs...notice anything interesting?
https://personal.vanguard.com/us/funds/etf/all?sortorder=asc&sortorder=asc&sortorder=asc&sortorder=asc&sort=name&so…
Sounds like a good gameplan! Here's my ongoing list:
AMG Funds:
https://ip.amgfunds.com/income_cap_gain_distributions
Aston Funds:
https://astonfunds.com/includes/modules/assets/controllers/Files/download.php?file=1445889033_aston-funds-9-30-15-c…
Ridgeworth
https://www.ridgeworth.com/includes/files/assets/files/1415999010_2014-YearEndCapitalGainsEst1114x.pdf
Billy Blair
https://www.williamblairfunds.com/resources/docs/funds/other/Estimated Distributions 2014 I and N.pdf
Hartford Funds
h…
TCW
https://www.tcw.com/Funds/TCW_Funds.aspx
And then by extension Met West
https://www.tcw.com/~/media/Downloads/MetWest Funds/Distribution and Tax Information/MWFUNDsb.ashx
Legg Mason
https://individualinvestor.myleggmason.com/portal/server.pt/gateway/PTARGS_0_355661_3518_1277_37025_43/http;/indinvserver;8400/indivPortletWebApp/documents/tax_information/D17213-2014 December Estimates for Posting 2 F.pdf
TIAA-CREF
https://www.tiaa-cref.org/public/products-services/mutual-funds/planning-tools/tax-planning
Morgan Stanley
http://www.morganstanley.com/msamg/msimintl/docs/en_US/publications/forms/Tax/2014_estimated_yr-end_distributions.pdf
American Beacon
https://www.americanbeaconfunds.com/downloads/resourcecenter/TaxAndDividend/2014YearEndDividendSchedule.pdf
Delaware (See estimated capital gains link on bottom right rail)
http://www.delawareinvestments.com/individual-investors/p…
JP Morgan
https://www.jpmorganfunds.com/blobcontent/704/379/1323395721538_2014_Estimated_Capital_Gains.pdf
Thornburg (Record Date November 18)
http://www.thornburginvestments.com/funds/dividends.asp#capgains
