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2023 capital gains distribution estimates

edited December 2023 in Fund Discussions
'Tis that time of year again! Some preliminary estimates are now available. As in years past, please alphabetize your funds. To make it easier for readers post (new) next to your additions to differentiate it from your older existing posts. Be sure to check the entire page for other various posts with possible links. Thanks to everyone who contributes and posts their information! Please keep in the mind that it is early, and the estimates posted are tentative.

1290 Funds:
https://secure.alpsinc.com/MarketingAPI/api/v1/Content/1290funds/1290funds-comm-20231115.pdf

AAM Funds:
https://docs.aamlive.com/fisdocuments/marketing/mutualfund/distributions_estimated_all.pdf

AB Funds:
https://www.alliancebernstein.com/content/dam/alliancebernstein/us-retail/us-retail-pdfs/tax-center/FINAL_GEN-5796.pdf

Abrdn Funds:
https://www.abrdn.com/docs?editionId=931def41-161f-48c8-8c9f-b09701494978

Aegis Value Fund:
https://www.aegisfunds.com/assets/pdfs/Aegis_Value_Fund-2023_Distributions.pdf

Akre Fund:
https://www.akrefund.com/historical-distributions/

Alger ETFs:
https://www.alger.com/AlgerDocuments/Distrib_ETFs.pdf

Alger Fund:
https://www.alger.com/AlgerDocuments/Distrib_FUNDS.pdf

Allspring Funds:
https://www.allspringglobal.com/globalassets/assets/public/pdf/product-alerts/20231018-productalert.pdf

AlphaCentric Funds (new):
https://alphacentricfunds.com/Capital Gains/CapGains2023.pdf

American Beacon Funds:
https://www.americanbeaconfunds.com/downloads/resourcecenter/TaxAndDividend/2023EstYearEndDividends.pdf

American Century Funds:
https://www.americancentury.com/plan/tax-center/estimated-distributions/

AMG Funds:
https://media.amgfunds.com/content/dam/amgfunds/documents/tax-resource-center/AMG Funds 2023 Distributions Estimates 10-23.pdf

Angel Oak Funds:
https://angeloakcapital.com/2023-estimated-capital-gains/

AQR Funds:
https://funds.aqr.com/-/media/Funds/Tax-Documents/2023-Estimated-Distributions-Memo_Final.pdf?sc_lang=en&hash=692B406626D4AB131E6059701781F089

Arbitrage Funds:
https://arbitragefunds.com/news

Aristotle Funds (updated):
https://assets.website-files.com/642414d0e893bb9d9596f597/654d668f6e8c86842fef0bff_Capital Gains_10.31.pdf

Artisan Partners Funds:
https://www.artisanpartners.com/individual-investors/resources/tax-center/distributions.html

Avantis Funds:
https://www.avantisinvestors.com/avantis-estimated-distributions/

Ave Maria Funds:
https://avemariafunds.com/fund-family/distributions.html

Baillie Gifford Funds:
https://www.bailliegifford.com/literature-library/funds/mutual-funds/estimated-capital-gain-distribution/

Baird Funds:
https://www.bairdassetmanagement.com/siteassets/pdfs/distributions/2023-estimated-capital-gains.pdf

Baron Funds:
https://www.baronfunds.com/tax-center

Blackrock Funds:
https://www.blackrock.com/us/individual/literature/fact-sheet/blackrock-funds-distribution-estimates.pdf

BNY Mellon Funds:
https://im.bnymellon.com/content/dam/im/documents/tax-forms/early-estimated-capital-gains-september-2023a.pdf

Boston Partners Funds:
https://www.boston-partners.com/uploads/2023/11/55a705d26b7fcd9a383b52c968e72b34/bp-funds-2023-estimated-cap-gain-dist-10_31_2023-website.pdf

Bretton Fund (new):
https://brettonfund.com/2023-distribution-information/

Bridge Builder Funds:
https://www.bridgebuildermutualfunds.com/wp-content/uploads/pdfs/current/Bridge_Builder_Capital_Gains_Estimates_2023.pdf

Bridgeway Funds:
https://bridgewayfunds.com/wp-content/uploads/sites/2/2023/11/2023-Distribution-Estimates-for-Website.pdf

Brown Advisory Funds:
https://www.brownadvisory.com/sites/default/files/2023-10/2023-Distribution-Update-October.pdf

Brown Capital Management Funds (click link for Distributions under "Key Documents"):
https://www.browncapital.com/investmentstrategies/smallcompanyfundinst/

Bruce Fund (new; pays 12/18)
Ordinary income - $15.7868
STCG- 0
LTCG- $16.6610

Buffalo Funds (in Excel):
https://buffalofunds.com/wp-content/uploads/Buffalo-Funds-2023-Capital-Gains-Distribution-Estimates_10.31.2023.xlsx

Calamos Funds:
https://www.calamos.com/globalassets/media/documents/tax-center/2023-calamos-estimated-capital-gains.pdf

Calvert Funds:
https://www.calvert.com/media/public/27727.pdf

Cambiar Funds:
https://cambiar.com/capital-gains-estimate-2023/

Capital Group:
https://www.capitalgroup.com/advisor/tax/2023-year-end-distributions.html

Carillon Funds:
https://www.rjinvestmentmanagement.com/our-funds/fund-dividend-and-tax-information

Castle Focus Fund:
https://www.castleim.com/wp-content/uploads/2023/11/Castle-Focus-Cap-Gain-Estimate-Nov-2-2023.pdf

Catalyst Funds (new):
https://catalystfunds.wpenginepowered.com/wp-content/uploads/sites/3/2022/12/catalyst-distributions-2022-12-final-1.pdf

Champlain Funds:
https://cipvt.com/wp-content/uploads/2023/10/Champlain-Estimated-Yr-End-Distributions-2023.pdf

Clipper Fund:
https://clipperfund.com/document/read/2023_estimated_year_end_capital_gains_distributions

Coho Funds:
https://www.cohofunds.com/relative-value-equity-fund/tax-information/

Columbia Threadneedle Funds:
https://www.columbiathreadneedleus.com/binaries/content/assets/cti/public/2023-year-end-cap-gain-estimates.pdf

Congress Asset Funds:
https://www.congressasset.com/assets/2023-capital-gains-flyer.pdf

CRM Funds:
https://www.crmfunds.com/funds-overview/shareholder-resources/distributions/

Cullen Funds:
https://www.cullenfunds.com/srp/lit/NpKv9x/Capital-Gains-Estimates_Cullen-Funds-Mutual-Funds_31-10-2023.pdf

Davenport Funds:
https://www.investdavenport.com/download/davenport-funds-estimated-tax-info/?wpdmdl=6546

Davis Funds:
https://davisfunds.com/funds/distributions

Delaware Funds:
https://mim.fgsfulfillment.com/download.aspx?sku=CGE-RET

DF Dent Funds (new):
https://dfdent.com/wp-content/uploads/2023/12/Capital-Gains-Distribution-2023.pdf

Diamond-Hill Funds:
https://www.diamond-hill.com/sitefiles/live/documents/distributions/DHF-year-to-date-capital-gains-as-of-8-31-23.pdf

Dimensional Funds:
https://www.dimensional.com/dfsmedia/f27f1cc5b9674653938eb84ff8006d8c/75512-source/options/download/distributions.pdf

Dodge and Cox Funds:
https://www.dodgeandcox.com/content/dam/dc/us/en/pdf/dc_us_estimated_year_end_distributions_2023.pdf

Doubleline Funds, closed end funds and ETFs:
https://doubleline.com/wp-content/uploads/11-9-2023-DoubleLine-Funds-Estimated-Capital-Gains-1.pdf

https://doubleline.com/wp-content/uploads/11-9-2023-DoubleLine-ETF-Estimated-Capital-Gains.pdf

https://doubleline.com/wp-content/uploads/11-9-2023-DoubleLine-Closed-End-Funds-Estimated-Capital-Gains-1.pdf

Driehaus Funds (updated):
https://www.driehaus.com/system/uploads/fae/file/asset/419/DMF_Year_End_Distributions_2023.pdf

DWS Funds:
https://fundsus.dws.com/download.html?doctype=MARKETING&name=capgains.pdf&docId=024368

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