Space & Defense Chief leaves.
https://finance.yahoo.com/news/boeing-defense-head-ted-colbert-205610533.html

I read the thing. Thanks, hank. I still don't understand the mechanics of this Triple Witching stuff. But, OK. My stuff was up nicely yesterday, but hit the skids today. Best performers today were ........... JUNK BONDS--- which were just FLAT. And my oil/gas midstream stock was up by .03 cents today, while almost everything else fell into the crapper--- esp. my regional bank, BHB.
Markets don't go up in a straight line. Looking ahead, I'll be adding in small bites to BHB and ET and my MMF, which as of last night was yielding 5.09%, down from 5.13%.

@stiller and other owners of this fund,
I bought this fund a year ago without researching into it. Now, I am thinking of increasing it as part of my effort to cleaning Growth clutter out of my portfolio and so I am taking a serious look at this fund.
Its total Tech sector allocation is 40% and its allocation to MSFT (11.5%) + AAPL (13.5%) is 25%, leaving only 15% to other companies in the Tech sector. The other constituents are less than 5% each.
Has this fund always been top heavy and has that ever given you a pause?
Thanks.
P.S.: Not terribly worried about MSFT and APPL taking up so much of the fund because the fund can exit these positions in one day without any effect on the price. M* fund analysis is glowing and gives it a Silver medal rating. For full disclosure, while the fund's YTD return performance is 12 percentile, the previous 3 years its percentile rank was 45, 26, and 57 (2023).

As an Alaska Airlines flyer since the mid 1960's I think this is a terrible acquisition. Hawaiian is a poorly run airline with the wrong fleet. Alaska is mostly Boeing and Hawaiian is not. I remember the problems Alaska had integrating Virgin with it's different fleet. Owning Alaska stock is a no touch for me.

This has been going on a long time, especially ramped up at election time. In 2003, for example, Diamond and Orzag, made a sensible proposal that fit better into the information age:
Reforming the GPO and WEP
In Social Security
This proposal focuses, not on the years and money paid in, but, while giving credit for this, it also focuses on the years and money not paid in that could used for an alternate pension system or could be saved. The main goal is simple - put the state or non-profit worker into the proper bend point in the regular calculation.
This more recent discussion is pretty good:
Article by Kathleen Romig:
Repealing Social Security’s WEP and GPO Rules Would Be Misguided
I studied this myself years ago when, in my ignorance, I thought people were being treated unfairly. I discovered that, whereas the Greenspan crew did their best to bring fairness to an unfair reward for non-pay-in, the lack of computers of the era with the double problem of inadequate records of salaries made their solution rather broad but, perhaps, necessary. In today's world, it is simply not necessary to keep the current method of determining the GPO/WEB. We have computers and the data to do a fairer calculation.

As of Market Close today-
DJIA: +0.23%
S&P 500: -0.21%
S&P Mid Cap 400: -0.59%
Technology: +3.22%
DJT: $13.55 -7.82%
65 Day Avg Volume: 9,070,905
Volume Today: Over 18,000,000

"People come up to me at rallies with tears in their eyes, saying 'Sir, thank you for inventing the best investment - Truth Social - that they've ever seen.' It's true -- they love it. Such a powerful brand, and my new amazing cryptocurrency will kerflaffle the flimflam on the strong AI frizz before you garbleyarble in November takvafafe. Believe me!"

As of Market Close today-
DJIA: +0.23%
S&P 500: -0.21%
S&P Mid Cap 400: -0.59%
Technology: +3.22%
DJT: $13.5236 -8.00%
65 Day Avg Volume: 9,070,905
Volume Today: Over 21,000,000 (& still counting)

+1.
I recall applying for SS and being told I'd be receiving reduced benefits. Because I had "non-covered" jobs for a lotta years. But I'd ALWAYS paid in. I had to go to the local office in person. Then they fixed their mistake. Stupid system, when they can say that to a guy like me.

Many federal & state employees don’t participate in Social Security due to historical exemptions, but may qualify for spousal benefits based on the work records of their spouses. If some of your previous job(s) weren't covered by Social Security (i.e. you didn't have to pay the FICA payroll tax), then your benefit payments may be reduced due to the WEP (Windfall Elimination Provision). Another, GPO (Government Pension Offset), may reduce your spousal benefit payments. Spousal benefit for Medicare (if not eligible on own) is not affected by these offsets. These WEP & GPO offsets are harsh & there are proposals to reduce or eliminate them in some cases.
Proposals to eliminate WEP & GPO are moving through the Congress.
https://www.cnbc.com/2024/09/19/bill-to-eliminate-social-security-gpo-wep-rules-gets-closer-to-a-vote.html

Get your popcorn ready.
$14.30 in AH

Hi guys,
Some old news.....last week added to PGTAX and HTECX. Not giving up on tech. If it just market performs, it will be good. Also added to VLIFX and VMACX. With fall coming and Christmas along with more rate cuts, I'm bullish. Will see how smaller things do.
Yesterday opened positions in RSP for Mrs. Pudd. Hope the 497 start to work more as time goes on. We'll see. Also opened a position for my IRA: COWZ. Smaller stuff as I have enough S&P.
Looking to sell MANU. Bought September 11th.....on the 13th they announced a $400 million addition to the company float. Not saying when, but later. So, I think I'm going to sell. Owned it for 9 days----made 5%----call it a win and leave.
God bless
the Pudd

ANYONE KNOW WHY THEY HOLD 3 S&P 500 ETFS? WHY NOT JUST HOLD ONE?

It may be due to potential liquidity issues. The manager has said that it was designed to not need any changes even if/when the fund reached multiple billions in assets under management.

as of market close, ~140m shares have unlocked and are newly available for sale (~120m owned by trump). some, not all, should be in brokerage accounts friday.
today's volume was ~13M shares, and 6month max was ~40M shares.
enjoy.

As of Market Close today-
DJIA: +1.26%
S&P 500: +1.70%
S&P Mid Cap 400: +1.72%
Technology: -0.48%
DJT: $14.70 -5.89%

Wasatch Global Funds:
https://wasatchglobal.com/wp-content/uploads/2024/11/WGI_2024_Yr_End_Dist_Estimates_FNL.pdf
Weitz Funds:
https://weitzinvestments.com/funds/distributions.fs
Westwood Funds:
https://westwoodgroup.com/assets/capital-gains-estimates/
William Blair Funds:
https://www.williamblairfunds.com/sitefiles/live/documents/2024 Estimated Dividend and Capital Gain Distributions.pdf
Wilshire Fund:
https://cdn.prod.website-files.com/60f8038183eb84c40e8c14e9/670852b581dd03b92b1c1520_Wilshire-Global-Allocation-Fund-Distributions.pdf
Wisdomtree Funds:
https://www.wisdomtree.com/investments/-/media/us-media-files/capital-gains-estimates-schedule/2024-etf-us-prelim-est-capital-gain-distributions.pdf
Yacktman Funds:
https://media.amg.com/content/dam/amgfunds/documents/Yacktman_YE Estimates as of 10-10-24.pdf

Saturna Funds:
https://www.saturna.com/mutual-funds/distributions
Schwab Funds:
https://www.schwabassetmanagement.com/resource/schwab-funds-estimated-annual-distributions-2024
Seafarer Funds:
https://www.seafarerfunds.com/distributions/
SEI Funds:
https://www.seic.com/sites/default/files/2024-10/SEI-2024-Capital-Gains-Distribution-Estimates.pdf
Selected Funds:
https://selectedfunds.com/funds/distributions
Sequoia Fund:
https://www.sequoiafund.com/wp-content/uploads/2024/11/Sequoia-Fund-Distribution-Notice-2024-November-NEW.pdf
Shelton Funds:
https://sheltonfunds.com/wp-content/uploads/2024/11/Shelton-Capital-Management-Capital-Gains-Distribution-Estimates-2024.pdf
(index related)
https://sheltonfunds.com/wp-content/uploads/2024/11/Shelton-Capital-Management-Capital-Gains-Distribution-Estimates-2024_II.pdf
Six Circles Fund:
https://www.sixcirclesfunds.com/content/dam/jpm-wm-aem/6circlesfunds/documents/literature/tax-information/2024-capital-gain-and-income-distribution-estimates-v4.pdf
Sprott Fund:
https://www.sprott.com/media/xsxpizcj/sgef-distribution-per-share-estimate.pdf
State Street SPDR ETFs:
https://www.ssga.com/us/en/individual/resources/documents/etf-capital-gain-distributions
Sterling Capital Funds:
https://sterlingcapital.com/cdn/SC-Funds-Est.-Capital-Gains-2024.pdf
Sterling final:
https://sterlingcapital.com/cdn/SC-Funds-Capital-Gains-2024-Final.pdf
Steward Funds:
https://www.crossmarkglobal.com/wp-content/uploads/Steward-Estimated-Year-End-Capital-Gains-Distributions-2024-FINAL.pdf
Systematica Fund:
https://media.amg.com/content/dam/amgfunds/documents/Systematica YE Estimates as of 10-10-24.pdf
T Rowe Price Funds:
https://www.troweprice.com/financial-intermediary/us/en/investments/tax-center.html
or
https://www.troweprice.com/personal-investing/resources/planning/tax/dividend-distributions/mutual-funds/preliminary-year-end-distributions.html
TCW ETFs:
https://www.tcw.com/-/media/Downloads/com/Products/ETFs/Distribution-and-Tax-Information/TCW-ETFs-Distributions-estimates.pdf?rev=323cca1bfd344b9a90ccb3d01b7d25d9&hash=38514042A2BB6D9C98A414A1372D0A52
TCW Funds:
https://www.tcw.com/-/media/Downloads/com/Products/US-Funds/TCW-Funds/Distribution-and-Tax-Information/TCW-FUND-Distributions-estimates.pdf?rev=a4cb106beca14ad090c72432b84e5b04&hash=7D65AF14542B16B4BA7E01AA0FCB6549
TCW/MetWest Funds:
https://www.tcw.com/-/media/Downloads/com/Products/US-Funds/MetWest-Funds/Distribution-and-Tax-Information/MWFUNDsb-Estimates.pdf?rev=0f09aefff97443ff8b2e38b15a4fd4af&sc_lang=en&hash=2EB83B89E5503C170CB8A224E29A76FE
Third Avenue Funds:
https://www.thirdave.com/2024-income-capital-gain-distributions-est
Thornburg Funds:
https://www.thornburg.com/resources/dividends-capital-gains/capital-gain-estimates-2024/
Thrivent Funds:
https://www.thriventfunds.com/support/tax-resource-center/capital-gains.html
Timesquare Funds:
https://media.amg.com/content/dam/amgfunds/documents/TimeSquare_YE Estimates as of 10-10-24.pdf
Tocqueville Fund:
https://www.tocquevillefunds.com/sites/default/files/2024PrelimDistrib20241031.pdf
Touchstone Funds:
https://www.westernsouthern.com/-/media/files/touchstone/tax-planning/capital-gains.pdf
Transamerica Funds:
https://www.transamerica.com/sites/default/files/files/e070d/2024_capital_gain_distribution_estimates_as_of_09.30.24.pdf
Tweedy Browne Funds:
https://www.tweedyfunds.com/wp-content/uploads/sites/10/2024/09/2024-Estimated-Distributions-8-31-24.pdf
Van Eck Funds:
https://www.vaneck.com/us/en/vaneck-funds-yearend-estimated-distributions-2024.pdf
Vanguard Funds (December 10 estimates):
https://advisors.vanguard.com/content/dam/fas/pdfs/FYEEST.pdf
https://advisors.vanguard.com/tax-center/year-end-distributions
Veritas Asset Management:
https://media.amg.com/content/dam/amgfunds/documents/Veritas_YE Estimates as of 10-10-24.pdf
Victory Funds:
https://www.vcm.com/assets/resources-mutualfunddoc/Victory-Funds-2024-Estimated-Capital-Gains.pdf
Victory Portfolio III Funds:
https://www.vcm.com/assets/resources-mutualfunddoc/Victory-Portfolios-III-Mutual-Funds-2024-Estimated-Capital-Gains.pdf
Victory RS Funds:
https://www.vcm.com/assets/resources-mutualfunddoc/Victory-RS-and-VVI-Funds-2024-Estimated-Capital-Gains.pdf
Virtus Funds:
https://www.virtus.com/assets/files/812/virtus_mutual_funds_year_end_distribution_est_7065.pdf
Voya Funds:
https://individuals.voya.com/document/product/2024-estimated-capital-gains.pdf
Vulcan Value Partners:
https://vulcanvaluepartners.com/core/uploads/2024/10/2024-Distributions-Estimates-09.30.2024.pdf

Madison Funds:
https://madisonfunds.com/resources/tax-center/
Mairs and Power Funds:
https://www.mairsandpower.com/about-us/company-news/236-estimated-2024-capital-gains-and-dividends
Manning & Napier Funds:
https://www.manning-napier.com/media/fund-documents/distributions/Distribution Estimates - Q4 2024.pdf
Marisco Funds:
https://www.marsicofunds.com/investor-resources/content/distributions.fs
Matthews Asia:
https://us.matthewsasia.com/resources/distributions-tax/distribution-dates/
Meridian Funds:
https://www.arrowmarkpartners.com/meridian/wp-content/uploads/sites/2/2024-Estimated-Distributions-Meridian-Funds-093024.pdf
MFS Funds:
https://www.mfs.com/content/dam/mfs-enterprise/mfscom/backlot/mfs_cg_fly.pdf
Mondrian Funds:
https://library.mondrian.com/wp-content/uploads/MIP-Preliminary-Capital-Gains-2023.pdf
Monetta Funds:
https://monetta.com/dividend-distributions/
Montrusco Large Cap Growth Fund:
https://media.amg.com/content/dam/amgfunds/documents/Montrusco Bolton YE Estimates as of 10-10-24.pdf
Morgan Stanley Funds:
https://www.morganstanley.com/im/publication/forms/tax/2024_estimated_year_end_distributions.pdf?1730306277927
Muzinich Funds:
https://www.muzinichusfunds.com/docs/Capital-Gains-2024.pdf
Nationwide Funds:
https://nationwidefinancial.com/media/pdf/MFN-0435AO.pdf?_ga=2.43279269.1402709066.1730078686-1577576166.1729534230&_gl=1*nw22ap*_gcl_au*MTU4OTQxMjU3NC4xNzI5NTM0MjMw*_ga*MTU3NzU3NjE2Ni4xNzI5NTM0MjMw*_ga_GLJSQEPWL4*MTczMDA3ODY4NS4yLjAuMTczMDA3ODY4Ny41OC4wLjA.
Natixis Funds:
https://www.im.natixis.com/en-us/products/mutual-funds/year-end-distribution-estimates#distribution
Needham Funds:
https://www.needhamfunds.com/mutual-funds/small-cap-growth-fund/
https://www.needhamfunds.com/mutual-funds/growth-fund/
https://www.needhamfunds.com/mutual-funds/aggressive-growth-fund/
Neuberger Berman ETFs:
https://www.nb.com/handlers/documents.ashx?id=1519aa8e-9994-496b-8326-58dcc6fbec8c&name=2024 Distribution Estimates - ETF Funds
Neuberger Berman Funds:
Alternative:
https://www.nb.com/handlers/documents.ashx?id=37a2167e-7623-472f-82b8-26f75ea2eac8&name=2024 Distribution Estimates - Alternative Funds
Equity:
https://www.nb.com/handlers/documents.ashx?id=484f5e9f-eca5-4b7f-ba54-359c84e1a5bc&name=2024 Distribution Estimates - Equity Funds
Income:
https://www.nb.com/handlers/documents.ashx?id=c8374b0b-8ba3-4901-a649-d5742de35337&name=2024 Distribution Estimates - Income Funds
New York Life Investment Funds:
https://www.newyorklifeinvestments.com/assets/documents/tax/cap-gains-estimate.pdf
Nicholas Funds:
https://www.nicholasfunds.com/distribution_calendar.htm
North Square Investments:
https://northsquareinvest.com/wp-content/uploads/2024/10/North-Square-Funds-Estimated-Capital-Gains-Distributions-As-of-30-September-2024.pdf
North Star Funds (new):
https://nsinvestfunds.com/north-star-funds-2024-capital-gains-distributions/
Northern Trust Funds:
https://ntam.northerntrust.com/content/dam/northerntrust/investment-management/global/en/documents/account-resources/tax-center/estimated-capital-gains-2024.pdf
Nuance Investments:
https://nuanceinvestments.com/mutual-fund-news/
Nuveen Funds:
https://documents.nuveen.com/Documents/Nuveen/Default.aspx?uniqueId=3c3be13d-d800-48e2-a537-c251162ab9f4
Oakmark Funds (updated again finally?):
https://oakmark.com/news-insights/2024-oakmark-year-end-fund-distributions/
Osterweis Funds:
https://www.osterweis.com/files/Distribution Estimates.pdf
Parnassus Funds:
https://www.parnassus.com/parnassus-mutual-funds/distribution-estimates
Pantheon Funds:
https://media.amg.com/content/dam/amgfunds/documents/AMG Pantheon Sep 2024 CG Estimates .pdf
Pear Tree Funds:
https://peartreefunds.com/wp-content/uploads/2021/10/2024-November-Distribution-Estimates.pdf
Permanent Portfolio of Funds:
Permanent Portfolio:
https://www.permanentportfoliofunds.com/pdf/PP 2024 Estimated DD FINAL.pdf
Aggressive Growth:
https://www.permanentportfoliofunds.com/pdf/PP 2024 Estimated DD FINAL.pdf
Perritt Microcap Fund:
https://www.perrittcap.com/2024-perritt-funds-tax-distribution-update/
PGIM Funds:
https://www.pgim.com/investments/getpidoc?file=8912A02F28CF4802A2CA39479A521E39
PIMCO Eqs Funds:
https://www.pimco.com/us/en/documents/1ccdb640-a231-476c-a84b-f72a53308909?id=1694265123875
PIMCO Funds:
https://www.pimco.com/us/en/documents/1ccdb640-a231-476c-a84b-f72a53308909?id=1694260258818
Pinnacle Value Fund:
http://www.pinnaclevaluefund.com/historicalresults.aspx
Pioneer Funds:
https://www.amundi.com/usinvestors/ezjscore/call/ezjscamundibuzz::sfForwardFront::paramsList=service=ProxyGedApi&routeId=_dl_d41291f3-29b7-402e-8738-64c88ea3f8d4_download
https://www.amundi.com/usinvestors/ezjscore/call/ezjscamundibuzz::sfForwardFront::paramsList=service=ProxyGedApi&routeId=_dl_b549f143-0216-41ff-a9d2-c6390670508f_download
Polen Capital Funds:
https://www.polencapital.com/sites/default/files/2024_Capital_Gains_Estimates.pdf
Praxis Funds:
https://docs.everence.com/SDocLink/d15fb81a-ba10-488f-b112-5b3d48c9a8fd
Primecap Odyssey Funds:
https://www.primecap.com/wp-content/uploads/2024/12/2024-Final-Distribution-Amounts-PCF000256.pdf
Principal Funds:
https://secure02.principal.com/publicvsupply/GetFile?fm=MM3682&ty=VOP&EXT=.VOP&_gl=1*1p98fk*_gcl_au*Mzk3ODEyMDMzLjE3MjY3NDcxMzg.*_ga*MTMyMDY4MDA3My4xNzI2NzQ3MTM4*_ga_GP3ZP21MGH*MTcyNjc0NzEzNy4xLjEuMTcyNjc0NzE0NC4wLjAuMA..
Proshares:
https://www.proshares.com/etf-announcements/2024-year-end-capital-gain-estimates
RBC Funds:
https://www.rbcgam.com/en/ca/products/mutual-funds/index?series=f&tab=distributions-estimate
Renaissance Fund:
https://media.amg.com/content/dam/amgfunds/documents/Renaissance_YE Estimates as of 10-10-24.pdf
River Road Funds:
https://media.amg.com/content/dam/amgfunds/documents/River Road_YE Estimates as of 10-10-24.pdf
RiverPark Funds:
https://www.riverparkfunds.com/assets/pdfs/news/Distribution_Info_2024_Website_RFT_ESTIMATED_CAP GAINS_ESTIMATED_INCOME.pdf
RJH Funds (new):
https://rhjfunds.com/wp-content/uploads/2024/10/RHJ-Capital-Gain-Estimate-2024.pdf
RMB Funds:
https://rmbfunds.com/sites/default/files/2024-11/DIV-GAINS-PRELIMINARY-ESTIMATES-11-11-2024.pdf
Royce Funds:
https://www.royceinvest.com/news/Distributions/open-end-funds-year-end-distributions-estimates
Russell Investments:
https://russellinvestments.com/-/media/files/_request/us/na-ais/performance-reports/capital-gains/2024-estimated-cap-gain-ric-funds.pdf

iMGP Funds:
https://imgpfunds.com/distributions/
Impax Funds::
https://impaxam.com/customer-service/distributions/
Invenomic Fund:
https://www.invenomic.com/_files/ugd/8592d8_0ddca257529140d68671aececaba35fb.pdf
Invesco Funds:
https://www.invesco.com/us-rest/contentdetail?contentId=29096ee0-8ec4-4199-930f-645be9d07e64
IShares ETFs:
https://www.ishares.com/us/capital-gains-distributions
Jackson Square Partners Fund:
https://media.amg.com/content/dam/amgfunds/documents/Jackson Square Estimated Distribution 2024.pdf
Janus Henderson Funds:
https://2deaa804a6dc693855a0-eba658c6bc03668a61900f643427d64d.ssl.cf1.rackcdn.com/Documents/product/distribution-tax/Janus Henderson Preliminary Distribution Estimates 2024.pdf
Jensen Funds:
https://www.jenseninvestment.com/wp-content/uploads/2024/10/10.2024-jensen-funds-jqgf-jqmf-estimated-capital-gains-distributions.pdf
https://www.jenseninvestment.com/wp-content/uploads/2021/05/2024.11.13-jensen-quality-mid-cap-fund-capital-gains-distributions.pdf
John Hancock Funds:
https://www.jhinvestments.com/content/dam/jhi-investments/JHINV/public/Corporate/News/CorporatePressReleases/estimated-capital-gain-and-income-distribution-press-release-2024-jhi.pdf
JP Morgan Funds (updated):
https://am.jpmorgan.com/content/dam/jpm-am-aem/americas/us/en/supplemental/news-and-fund-announcements/2024-mutua-funds-capital-gains-estimates.pdf
Kinetics Funds:
https://kineticsfunds.com/wp-content/uploads/2024/10/2024-Q4-Kinetics-Funds-Estimated-Distributions.pdf
Kopernik Global Funds:
https://www.kopernikglobal.com/wp-content/uploads/2024/10/KGI-CG-MEMO-September-2024-Estimate.pdf
Kraneshares ETFs:
https://kraneshares.com/resources/2024_10_kraneshares_cap_gain_estimate.pdf
Lazard Funds:
https://www.lazardassetmanagement.com/docs/-m0-/1791/LazardFundsAnnualDistributionsEstimates.pdf
Leuthold Funds:
https://funds.leutholdgroup.com/latest-news/577/download
Liberty Street Funds:
https://libertystreetfunds.com/wp-content/uploads/2024/10/Liberty-Street-2024-Year-End-Capital-Gains-Estimates.pdf
LoCorr Funds:
https://locorrfunds.com/wp-content/uploads/2021/04/LoCorr-Funds-Annual-CapitalGains-Dividends-1.pdf
Loomis Sayles Funds:
https://www.loomissayles.com/internet/internet.nsf/content?readform&ctype=capitalgains&channel=mf&disp=101
Longleaf Funds (updated again):
https://webmail.southeasternasset.com/e3t/Ctc/WX+113/cbgCD04/VW1VxS243nsvW330ym683YbyzW3pvQRf5pJxBBN6tf6WT5nR32W69t95C6lZ3lTW1smt608wrLZkW4Gq8wC70-b1PV6K1T06sHmQdW2QPWrP4_rvgJW44dNdt1jZJTQW4h1-Gk52f0gtW8RxPd632vclFW4-Wq593yr6FwW3bbQ562-Ss2SV-BYfq7gyxhrW70Sdwj8XrK5RW5pL5Pd3rp25jW2gn-yy3Q6QmsW8hRqsB8-rqMxW2pVwJ96C2b5nW3mJr5z7LGBcWN7nrJyZ8jLY6VtTh2N5DrCS5W56xWj97cNzKfW6x4MGv4QXt1mW4ryNv72sVQ0tW67Ywf18WRs8GW3fm2vk89R3GPW4JNWGc7L-9G6W34Pk4m33v8gNW83bMKs4nGWh4W6fCsFt3G569cW1Hh5362dJPmcV_xPG23pK2KTW8nRR_Z7QnPCSW96YpMc5wPWBdW5l8gWp5K012SW75tR_V1dvz4rN953ZNJ3b4fxW8b25Np5V-pwsW84PpQ34B-b11dBqCpl04
Lord Abbett Funds (updated):
https://www.lordabbett.com/en/strategies/tax-center/capital-gain-distributions.html#la_Actual_Capital_Gains

Fairholme Funds:
https://static1.squarespace.com/static/53962eb7e4b053c664d74f3d/t/6737b5bd9e2e902506298217/1731704253061/FAIRXFOCIXEstimateQ42024.pdf
FAM Funds:
https://fenimoreasset.com/resources/fam-funds-tax-center/
Federated Hermes Funds:
https://services.federatedinvestors.com/teamsite-file-server/content/Preliminary+Capital+Gains?token=ZGFmXHBkZlxyZXNvdXJjZXNcdGF4Y2VudGVyXDUwMTM1LnBkZg==|1|MC0CFAlZ211sgT7IGHnuKrLDUHKtIP3jAhUAgjoA1ZBtcIV1UtMYngdXL2QHJdM=
Fidelity Funds:
https://institutional.fidelity.com/app/tabbed/products/FIIS_SP52_DPL6.html?navId=324&pos=L&redirectToPersisted=F
or
https://www.fidelity.com/mutual-funds/information/distributions#/?table=estimated
First Eagle Funds:
https://www.firsteagle.com/sites/default/files/2024-10/First Eagle Funds Capital Gains and Income Distributions September 30 2024.pdf
FMI Funds:
https://www.fmimgt.com/fmi/funds/other/2024 YE_Distributions.pdf
FPA Funds:
https://fpa.com/docs/default-source/tax-dividend-info/all-fund-year-end-2024-capital-gain-estimates.pdf?sfvrsn=ada59e9d_1
Franklin Templeton Funds:
https://franklintempletonprod.widen.net/s/fbgwffcvtq/flyer-2024capgainindications-franklintempleton-us-en
Frontier Small Cap Growth Fund:
https://media.amg.com/content/dam/amgfunds/documents/Frontier_YE Estimates as of 10-10-24.pdf
Gabelli Funds:
https://gabelli.com/funds/div_estimates
Glenmede Funds:
https://www.glenmedeim.com/wp-content/uploads/2024/10/2024-Glenmede-Funds-Capital-Gains_Estimates_093024_FINAL-ACA-Approved.pdf
Goldman Saches ETFs:
https://am.gs.com/en-us/advisors/documents?selectedTab=taxCentre#
Goldman Sachs Funds:
https://am.gs.com/en-us/advisors/documents?selectedTab=taxCentre#
Grandeur Peak Funds:
https://grandeurpeakglobal.com/distributions/
GW&K Funds:
https://media.amg.com/content/dam/amgfunds/documents/GWK_YE Estimates as of 10-10-24.pdf
Harbor ETFs:
https://assets.harborcapital.com/docs/Distribution_Estimates_ETF_2024.pdf?_gl=1*kgri38*_gcl_au*NjIwODc3NzgyLjE3Mjk3NzA0ODA.
Harbor Funds:
https://assets.harborcapital.com/docs/Distribution_Estimates_2024.pdf?_gl=1*kgri38*_gcl_au*NjIwODc3NzgyLjE3Mjk3NzA0ODA.
Harding Loevner Funds:
https://media.amg.com/content/dam/amgfunds/documents/HLF-Distribution-Estimates-2024.pdf
Hartford Funds:
https://www.hartfordfunds.com/dam/en/docs/pub/funddocuments/regulatorydocument/Tax Center/December2024_Capital GainsEstimate s.pdf
Hartford ETFs:
https://www.hartfordfunds.com/dam/en/docs/pub/funddocuments/regulatorydocument/Tax Center/2024HartfordActiveandMultifactorETFsCapitalGainsEstimate.pdf
Heartland Value Funds:
https://www.heartlandadvisors.com/Resources/Tax-Information
Hennessy Funds:
https://www.hennessyfunds.com/funds/distributions
Hodges Fund:
https://9402040.fs1.hubspotusercontent-na1.net/hubfs/9402040/Mutual_Funds/Documents/Year_End_Distribution_Estimates.pdf
Homestead Funds:
https://www.homesteadfunds.com/wp-content/uploads/2024/11/12.16.24-EST-distribution-website-111824.pdf
Hood River Funds:
https://hoodrivercapital.com/wp-content/uploads/2024/11/SCG-Distribution-Estimates-2024.pdf
Hotchkis & Wiley Funds:
https://www.hwcm.com/mutual-funds/resources/2021-dividend-and-capital-gain-distributions/

Calamos Funds:
https://www.calamos.com/globalassets/media/documents/tax-center/2024-calamos-estimated-capital-gains.pdf
Calvert Funds:
https://www.calvert.com/media/public/27727.pdf
Cambiar Funds:
https://cambiar.com/capital-gains-estimate-2024/
Carillon Funds:
https://www.rjinvestmentmanagement.com/our-funds/fund-dividend-and-tax-information
Castle Fund:
https://www.castleim.com/wp-content/uploads/2024/11/Cap-Gain-Estimate_2024_Tandx_1.pdf
Causeway Funds:
https://www.causewaycap.com/wp-content/uploads/2024_Causeway-Funds-Prelim-Distributions.pdf
Catalyst Funds:
https://catalystfunds.wpenginepowered.com/wp-content/uploads/sites/3/2024/11/catalyst-distributions-2024-11-21-est-final.pdf
Centerstone Investments:
https://centerstoneinv.com/wp-content/uploads/2023/10/Website-Summary-Dividend-Distribution-Preliminary-Estimates_STAMPED.pdf
Champlain Funds:
https://cipvt.com/wp-content/uploads/2024/10/Champlain-Estimated-Yr-End-Distributions-2024-vr-93024.pdf
Clipper Fund:
https://clipperfund.com/funds/distributions
Cohen & Steers Funds:
https://assets-prod.cohenandsteers.com/wp-content/uploads/2024/09/30140937/Open-end-Funds-2024-Distributions-Estimate-September-25-Final.pdf
Coho Funds:
https://www.cohofunds.com/relative-value-equity-fund/tax-information/
Columbia Threadneedle Funds:
https://www.columbiathreadneedleus.com/binaries/content/assets/cti/public/2024-year-end-cap-gain-08.31.24-estimates---mutual-funds.pdf
Conestoga Funds:
https://conestogacapital.com/forms-information/
Congress Mutual Funds:
https://congress-mutual-funds.web.app/documents/All/2024 Capital Gains Flyer.pdf
CRM Funds:
https://www.crmfunds.com/funds-overview/shareholder-resources/distributions/
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
Destra Funds:
https://www.google.com/url?sa=t&rct=j&q=&esrc=s&source=web&cd=&ved=2ahUKEwi2hZPHtfGJAxXzD1kFHWBUPWc4qgEQFnoECCsQAQ&url=https://www.destracapital.com/download_file/force/910/400&usg=AOvVaw1sLWFtIE4fx98iEj6ECM-S&opi=89978449
DF Dent Funds:
https://dfdent.com/wp-content/uploads/2024/11/Capital-Gains-Distribution-2024.pdf
Diamond-Hill Funds:
https://www.diamond-hill.com/sitefiles/live/documents/distributions/DHF-year-to-date-capital-gains-as-of-8-31-24.pdf
Dimensional Funds:
https://www.dimensional.com/dfsmedia/f27f1cc5b9674653938eb84ff8006d8c/75512-source/options/download/2024-distributions.pdf
Dodge & Cox Funds:
https://www.dodgeandcox.com/content/dam/dc/us/en/pdf/dc_us_estimated_year_end_distributions_2024.pdf
Doubleline Funds:
https://doubleline.com/wp-content/uploads/11-11-2024-DoubleLine-Closed-End-Funds-Estimated-Capital-Gains.pdf
https://doubleline.com/wp-content/uploads/11-11-2024-DoubleLine-ETF-Estimated-Capital-Gains-1.pdf
https://doubleline.com/wp-content/uploads/11-11-2024-DoubleLine-Funds-Estimated-Capital-Gains.pdf
Driehaus Funds:
https://www.driehaus.com/system/uploads/fae/file/asset/419/DMF_Year_end_Distribution_2024.pdf
Dunham Funds:
https://www.dunham.com/FA/Pages/YearEndDistributions
DWS Funds:
https://www.dws.com/globalassets/cio/dam-us/pdfs/resources/tax-center/forms/2024-dws-mutual-funds-capital-gains-estimates.pdf?v=551583837
Easterly Funds:
https://funds.easterlyam.com/2024-estimated-capital-gains-distributions/
Eaton Vance Funds:
https://www.eatonvance.com/media/4878.pdf
Edgewood Growth Fund:
https://www.edgewood.com/documents/2024_Estimated_Capital_Gain_Distribution_as_of_10.18.24.pdf
Emerald Funds:
https://secure.alpsinc.com/MarketingAPI/api/v1/Content/emeraldmutualfunds/emeraldmutualfunds-hand-20241126.pdf
Eventide Funds:
https://mutualfunds.eventideinvestments.com/our-products/eventide-dividend-growth-fund/lit/Eventide-Dividend-Growth-Fund-Year-End-Distribution-Estimate.pdf