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Old 10-30-2016, 08:23 AM   #1
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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
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Old 10-30-2016, 09:12 AM   #2
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Thanks I think Vanguard will be out with their's Oct. 31
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Old 10-30-2016, 09:35 AM   #3
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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.
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Old 10-30-2016, 09:53 AM   #4
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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).
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Old 10-30-2016, 12:10 PM   #5
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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.
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Old 11-04-2016, 05:30 AM   #6
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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
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