Join Early Retirement Today
Reply
 
Thread Tools Search this Thread Display Modes
Mutual Fund Distribution Tool
Old 10-30-2016, 09:23 AM   #1
Full time employment: Posting here.
Willers's Avatar
 
Join Date: May 2013
Posts: 575
Mutual Fund Distribution Tool

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
__________________

__________________
If you don't do it this year, you will be one year older when you do. - Warren Miller
Willers is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that Early-Retirement.org is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Old 10-30-2016, 10:12 AM   #2
Thinks s/he gets paid by the post
 
Join Date: Jul 2007
Posts: 1,135
Thanks I think Vanguard will be out with their's Oct. 31
__________________

FANOFJESUS is offline   Reply With Quote
Old 10-30-2016, 10:35 AM   #3
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
audreyh1's Avatar
 
Join Date: Jan 2006
Location: Rio Grande Valley
Posts: 23,968
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.
__________________
Retired since summer 1999.
audreyh1 is offline   Reply With Quote
Old 10-30-2016, 10:53 AM   #4
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
 
Join Date: Nov 2009
Posts: 5,363
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).
__________________
Retired in late 2008 at age 45. Cashed in company stock, bought a lot of shares in a big bond fund and am living nicely off its dividends. IRA, SS, and a pension await me at age 60 and later. No kids, no debts.

"I want my money working for me instead of me working for my money!"
scrabbler1 is offline   Reply With Quote
Old 10-30-2016, 01:10 PM   #5
Moderator
MBAustin's Avatar
 
Join Date: Jul 2010
Posts: 5,621
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.
__________________
"One of the funny things about the stock market is that every time one person buys, another sells, and both think they are astute." William Feather
----------------------------------
ER'd Oct. 2010 at 53. Life is good.
MBAustin is offline   Reply With Quote
Old 11-04-2016, 06:30 AM   #6
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
 
Join Date: Nov 2009
Posts: 5,363
I found Fidelity's 2016 estimated year-end distributions in a different link from last year's.


https://www.fidelity.com/mutual-fund...ation/year-end
__________________

__________________
Retired in late 2008 at age 45. Cashed in company stock, bought a lot of shares in a big bond fund and am living nicely off its dividends. IRA, SS, and a pension await me at age 60 and later. No kids, no debts.

"I want my money working for me instead of me working for my money!"
scrabbler1 is offline   Reply With Quote
Reply


Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
Mutual Fund Distribution Dates / Amounts? turbo89 FIRE and Money 35 12-02-2015 10:09 AM
How to Find Mutual Fund DiV/CG Distribution dates? retire2020 FIRE and Money 2 12-16-2014 04:04 PM
Mutual fund/ETF comparison tool? tomintucson FIRE and Money 7 11-27-2008 11:35 AM
Mutual Fund Correlation Tool on the Web? Telly FIRE and Money 12 10-22-2006 11:13 AM
Hedge fund-like mutual fund: SWHEX brewer12345 FIRE and Money 2 11-01-2005 02:29 PM

» Quick Links

 
All times are GMT -6. The time now is 01:38 AM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2020, vBulletin Solutions, Inc.
×