Mutual Fund Distribution Tool

[Willers]

As we head into distribution season I wanted to share a site that I've found very useful. It tracks the status for most mutual fund companies so I can see them in one place. Hope it helps some of you.

Search – CapGainsValet.com

 

[FANOFJESUS]

Thanks I think Vanguard will be out with their's Oct. 31

 

[audreyh1]

Good to know it's back up. I looked for it a month ago and couldn't find it.

Early October about 5 of my mutual fund companies had published estimates. Most publish by mid Nov.

 

[scrabbler1]

Fidelity puts theirs out around now, either at the end of October or start of November. I have a bookmarked link which should eventually show them, as long as they haven't changed the link's name (no year value in it).

 

[MBAustin]

Very handy site, thanks for the tip! I was able to confirm that I made the right decision earlier this year to sell a fund I'd held for nearly 30 years that was throwing off huge CG distributions for the past several years - it's projected to distribute 20%+ again this fall. Was really messing up my AGI.

 

[scrabbler1]

I found Fidelity's 2016 estimated year-end distributions in a different link from last year's.


https://www.fidelity.com/mutual-funds/information/year-end