Just read in Reuters that oil is heading up to $100/barrel. The combined cut back from major oil producers including OPEC and Russia are affecting the supply side. Higher energy cost will boost inflation again.

The Week in Charts (09/17/23)
A tour of the markets covering the most important charts & themes, including...
00:00 Intro
00:29 A Second Wave of Inflation? (CPI Report)
08:44 The Long Pause? (Fed Policy Expectations)
15:04 All Is Calm (Market Volatility, Credit Spreads)
18:31 The Biggest IPO of the Year (Arm Holdings)
22:39 Big Demands (UAW Strike)
30:15 Retail Sales Slump
33:32 Tightening Lending Standards
34:49 Deficit Spending
38:33 Rising Real Wages
Video
Blog

I'm inclined to think that with respect to advisory services, there are two major axes: degree of assistance desired (ranging from DIY to fully discretionary accounts) and degree of financial complexity involved.
M* suggests that as a first approximation, portfolio size is a fair indicator of complexity. The more money you have, the you tend to have special needs (e.g. complex estate planning). To this end, Exhibit 1 shows basic robo advisors targeted at the mass market (up to $100K), hybrid robos targeted more toward mass affluent ($500K to $2M), and wealth managers useful for some investors with over $2M in assets.
Obviously these are fuzzy divisions with much overlap. A not-so-wealthy individual with a complex family situation may need more help than a wealthy senior with no heirs or other issues. As you said, YMMV.

FPACX has done well in 2022 and is doing very well YTD. However, it continues to see outflows (no monthly inflows since 2017!). I am sure he is doing alright with $9.4B AUM and >1% ER for FPACX.

M* evaluates robo-advisors for 2023.
Best
1) Vanguard Digital Advisor and Vanguard Personal Advisor
2) Fidelity Go
3) Schwab Intelligent Portfolios
Link
Video

M* Fund Reports include a fund's turnover rate for the past 10 calendar years.
You may be able to access M* Fund Reports online via your public library system.
I'm not aware of any websites which provide annual turnover statistics spanning multiple years.

I'm a "M* Investor" subscriber. They only show the last year's turnover on https://investor.morningstar.com/ and the standard Morningstar site. Am I missing something?

Hi @LogicalInvestor,
I was referring to M* Investment Research Center¹ to access fund reports via the public library.
I should have mentioned this in my prior post.
¹ "enhanced" database experience coming in September. :-(

RiverNorth Funds:
https://www.rivernorth.com/pdf/2023-10-31-rivernorth-estimated-capital-gains.pdf
Riverpark Funds:
https://riverparkfunds.com/assets/pdfs/news/Year_End_Final_Distribution_Information_2023.pdf
RJH Funds:
https://rhjfunds.com/wp-content/uploads/2023/11/RHJ-Capital-Gain-Estimate-2023.pdf
RMB Funds:
https://rmbfunds.com/sites/default/files/2023-11/DIV-GAINS-ESTIMATES-11-10-2023-WEBSITE.pdf
Rondure Funds (new):
https://regdocs.blugiant.com/rondure/
Royce Funds:
https://www.royceinvest.com/news/Distributions/open-end-funds-year-end-distributions-estimates
Russell Investments:
https://russellinvestments.com/Publications/US/Document/Estimated_Cap_Gain_RIC_Funds.pdf
https://russellinvestments.com/Publications/US/Document/Estimated_Cap_Gain_TM_Funds_S.pdf
https://russellinvestments.com/Publications/US/Document/Estimated_Cap_Gain_TM_Funds_M.pdf
Saturna Capital Funds:
https://www.saturna.com/mutual-funds/distributions
Schwab Funds:
https://www.schwabassetmanagement.com/resource/schwab-funds-estimated-annual-distributions-2023
Seafarer Funds:
https://www.seafarerfunds.com/distributions/
SEI Funds:
https://www.seic.com/sites/default/files/2023-11/SEI-Funds-2023-Distribution-Estimates.pdf
Selected Funds:
https://selectedfunds.com/document/read/2023_estimated_year_end_capital_gains_distributions
Sequoia Fund:
https://www.sequoiafund.com/Communications
Shelton Funds:
https://sheltonfunds.com/wp-content/uploads/2023/11/Shelton-Capital-Management-Capital-Gains-Distribution-Estimates-2023.pdf
https://sheltonfunds.com/wp-content/uploads/2023/11/Shelton-Capital-Management-Capital-Gains-Distribution-Estimates-11.2023.pdf
https://sheltonfunds.com/wp-content/uploads/2023/11/Shelton-Capital-Management-Capital-Gains-Distribution-Estimates-2023.pdf
Sit Funds:
https://sitfunds.com/2023-tax-information/
Sound Shore Fund:
https://soundshorefund.com/portfolio/#ssf-distributions
Sprout Funds:
https://sprott.com/media/3455/sgef-distribution-per-share-estimate.pdf
SSGA Funds:
https://www.ssga.com/us/en/individual/mf/resources/documents/capital-gain-distributions
https://www.ssga.com/us/en/individual/ssfunds/resources/documents/capital-gain-distributions
Sterling Capital Funds (updated):
https://sterlingcapital.com/cdn/SC-Funds-Capital-Gains-2023-Final.pdf
T Rowe Price Funds or see earlier posted link below:
https://www.troweprice.com/content/dam/iinvestor/resources/planning/tax/dividend-distributions/mutual-funds/2023-preliminary-year-end-distributions-estimates.pdf
https://www.troweprice.com/personal-investing/resources/planning/tax/dividend-distributions/mutual-funds/preliminary-year-end-distributions.html
https://www.troweprice.com/personal-investing/resources/planning/tax/dividend-distributions/mutual-funds/2023-year-end-distributions.html (dates)
TCW Funds:
https://www.tcw.com/-/media/Downloads/com/Products/US-Funds/TCW-Funds/Distribution-and-Tax-Information/TCW-FUND-Distributions-estimates.pdf
Third Avenue Funds:
https://thirdave.com/2023-income-capital-gain-distributions-est/
Thompson IM Funds:
https://thompsonim.com/pdf/2023EstDistributions.pdf
Thornburg Funds:
https://www.thornburg.com/resources/dividends-capital-gains/
Thrivent Funds:
https://www.thriventfunds.com/support/tax-resource-center/capital-gains.html
Tocqueville Fund:
https://www.tocquevillefunds.com/sites/default/files/Distribution_2023_Final.pdf
Touchstone Investments:
https://www.westernsouthern.com/-/media/files/touchstone/tax-planning/capital-gains.pdf
Transamerica Funds:
https://www.transamerica.com/sites/default/files/files/e070d/2023_capital_gain_distribution_estimates_as_of_09.30.23.pdf
Tweedy, Browne Funds:
https://www.tweedy.com/resources/library_docs/general/2023 Estimated Distributions 8-31-23.pdf
UBS Funds:
https://www.ubs.com/us/en/assetmanagement/funds/products/mutual-fund/_jcr_content/mainpar/toplevelgrid/col1/accordionbox_80358036/accordionsplit/linklist_1706327151/link_640279067.1596937770.file/PS9jb250ZW50L2RhbS9hc3NldHMvYXNzZXQtbWFuYWdlbWVudC1yZWltYWdpbmVkL3VzL2RvYy9jYXAtZ2FpbnMucGRm/cap-gains.pdf
US Global Funds (new):
https://www.usfunds.com/resource/estimated-year-end-distributions-for-u-s-global-investors-funds/
Van Eck ETFs:
https://www.vaneck.com/us/en/vaneck-etfs-estimated-yearend-distributions-2023.pdf
Vanguard Funds:
https://advisors.vanguard.com/content/dam/fas/pdfs/FAFYEEST.pdf
Victory Funds:
https://www.vcm.com/assets/resources-mutualfunddoc/Victory-Funds-2023-Estimated-Capital-Gains.pdf
https://www.vcm.com/assets/resources-mutualfunddoc/Victory-RS-and-VVI-Funds-2023-Estimated-Capital-Gains.pdf
https://www.vcm.com/assets/resources-mutualfunddoc/Victory-Portfolios-III-Mutual-Funds-2023-Estimated-Capital-Gains.pdf
Virtus Funds:
https://www.virtus.com/assets/files/7bz/virtus_mutual_funds_year_end_distribution_est_7065.pdf
Voya Funds:
https://individuals.voya.com/document/product/2023-estimated-capital-gains.pdf
Vulcan Value Partners Funds:
https://vulcanvaluepartners.com/core/uploads/2023/10/2023-Distributions-Estimates-09.30.23.pdf
Wasatch Global Funds:
https://wasatchglobal.com/wp-content/uploads/2023/11/WGI_2023_Yr_End_Dist_Estimates_11.20.23.pdf
WBI ETFs:
https://wbietfs.com/capital-gains-estimates-2/
Weitz Funds:
https://weitzinvestments.com/funds/distributions.fs
William Blair Funds:
https://www.williamblairfunds.com/sitefiles/live/docs/2023_Estimated_Dividend_Capital_Gain_Distributions_93023.pdf
Wilshire Global Allocation Fund:
https://assets-global.website-files.com/60f8038183eb84c40e8c14e9/6528710f96ce82fe7d324128_Wilshire-Global-Allocation-Fund-Distributions.pdf
WisdomTree ETFs:
https://www.wisdomtree.com/investments/-/media/us-media-files/capital-gains-estimates-schedule/2023-etf-us-prelim-est-capital-gain-distributions.pdf
Zevenbergen Funds:
https://www.zci.com/wp-content/uploads/2023/11/Zevenbergen-Funds-2023-Distribution-Estimates.pdf

Oak Funds:
https://www.oakfunds.com/articles/2023-capital-gains-estimates
Oakmark Funds (updated):
https://oakmark.com/news-insights/2023-oakmark-year-end-fund-distributions/
Oberweis Funds:
https://oberweisfunds.com/wp-content/uploads/2023/11/2023-Preliminary-Distributions.pdf
Osterweis Funds:
https://www.osterweis.com/files/Distribution Estimates 9.30.23.pdf
Parnassus Funds:
https://www.parnassus.com/parnassus-mutual-funds/distribution-estimates
Pax World Funds:
https://impaxam.com/customer-service/distributions/
Payden & Rygel Funds:
https://www.payden.com/pdf/Capital Gain Payment_2023.pdf
PearTree Funds:
https://peartreefunds.com/wp-content/uploads/2023/11/2023-November-Estimates-Distribution-Memo.pdf
Permanent Portfolio of Funds:
https://www.permanentportfoliofunds.com/permanent-portfolio.html
https://www.permanentportfoliofunds.com/versatile-bond-portfolio.html
https://www.permanentportfoliofunds.com/short-term-treasury-portfolio.html
https://www.permanentportfoliofunds.com/aggressive-growth-portfolio.html
Perritt Funds:
https://www.perrittcap.com/2023-perritt-funds-tax-distribution-update/
PGIM Funds:
https://www.pgim.com/investments/getpidoc?file=8912A02F28CF4802A2CA39479A521E39
PIMCO Funds:
https://www.pimco.com/handlers/displaydocument.ashx?wd=Mutual Funds Holiday Calendar&fn=PIMS 2023 Capital Gain Estimates.pdf&id=oxw2/n6UQYSsFjN1JZCG5HN31tX5TSQTW/OkQdnqwruuw9qERZHJ5yxpxm8xCN1uv192mhKHw6UWSYkZmoZP1V4py+EymvHMNz5KmtQEmzUgse3mvglsbrETgzLT4a6fnKvR7l4W7Tg+FyRTzGgooPH3ed5u2U1HIAIXKQr7XOUmkgdIdbA6Srcg8yo5IqISmtWTsBvVGSipYRbOeDO8kIVkAE8mAxBAwFjSVbg4atxRqIBgJ2LPVbCQYCS6B1hGSzwmU9tKXqMiLtCeu8Un04f5ZeVyaH2av0z4VS+9Hqw4hiUemq505S3o4PBfK7vG (Pimco Funds)
https://www.pimco.com/handlers/displaydocument.ashx?wd=Mutual Funds Holiday Calendar&fn=EqS 2023 Capital Gain Estimates.pdf&id=Glc/V+ExzHzcCTR74OgU2we/fthptou1/1p2A21QYTR6XsOQtakzVkKtPMk12p9JvjiRlQfqvIxwRyRnFCuGfo/2cK75bZzKcM9ZMY9x8eFgVVB6eZ/VRLU6zBAwC/J9NyB48bswLtHdwjHUYR2ZY0EjDgDIjRut+bDQM+hV/bkPkSxNQP7pCpd1z7BbhlNdyIqZ8bpHyin3ouw06SYBW2wf9BlDdYbTIDUOpNqBSs4jUttXl3yUtEk4V05cIpylztJpdw0RCU+/CU7XU51Ewnb6GoDwpJjdBtKaEfg9rEd97VKdGLNSLFQj+WJJHv+X (EqS Funds)
Pinnacle Value Fund (new):
http://www.pinnaclevaluefund.com/historicalresults.aspx
Pioneer Funds (updated):
https://www.amundi.com/usinvestors/ezjscore/call/ezjscamundibuzz::sfForwardFront::paramsList=service=ProxyGedApi&routeId=_dl_8817c45e-f66a-4dde-a1a2-3704f422eae8_download
Primecap Odyssey Funds (updated):
https://www.primecap.com/wp-content/uploads/2023/11/2023-Distribution-Estimates-as-of-10312023-PCF000225.pdf
Principal Funds:
https://secure02.principal.com/publicvsupply/GetFile?fm=MM3682&ty=VOP&EXT=.VOP&_gl=1*11w5n7q*_ga*MTM2NjQ2ODguMTY5NjUwNDcwNg..*_ga_GP3ZP21MGH*MTY5NjUwNDcwNS4xLjEuMTY5NjUwNDc1NC4wLjAuMA..
Provident Trust Strategy Fund (new):
https://www.provfunds.com/docs/12.15.23 Distribution Summary.pdf
PT Asset Management:
http://ptam.com/documents/capital_gain_distribution_estimates_2023.pdf
Putnam Funds:
https://www.putnam.com/literature/pdf/TX001.pdf
Pzena Funds:
https://www.pzena.com/wp-content/uploads/2023/10/MF-Estimated-Capital-Gains-2023.pdf

Madison Funds:
https://madisonfunds.com/resources/tax-center/
MainStay Funds:
https://www.newyorklifeinvestments.com/assets/documents/tax/cap-gains-estimate.pdf
Mairs and Power Funds:
https://www.mairsandpower.com/about-us/company-news/236-estimated-2023-capital-gains-and-dividends
Marisco Funds:
https://www.marsicofunds.com/investor-resources/content/distributions.fs
Matthews Asia Funds and ETFs:
https://us.matthewsasia.com/resources/distributions-tax/distribution-dates/
Meridian Funds:
https://www.arrowmarkpartners.com/wp-content/uploads/2023-Estimated-Distributions-Meridian-Funds-093023.pdf
MetWest Funds:
https://www.tcw.com/-/media/Downloads/com/Products/US-Funds/MetWest-Funds/Distribution-and-Tax-Information/MWFUNDsb-Estimates.pdf?rev=0fcc57ca2ea6486c9b562874c4687b01&sc_lang=en&hash=DBBBE57DD88C2F1638C71249410F1D6F
MFS Funds:
https://www.mfs.com/content/dam/mfs-enterprise/mfscom/backlot/mfs_cg_fly.pdf
Miller Family of Funds:
https://www.millerfamilyoffunds.com/wp-content/uploads/2023/10/Miller-Funds-Distribution-2023-Capital-Gains-NLD-Approved.pdf
Mondrian Funds:
https://www.mondrian.com/wp-content/uploads/2023/10/MIP-2023-Capital-Gains-Estimates.pdf
Monetta Funds:
https://monetta.com/dividend-distributions/
Morgan Stanley Funds:
https://www.morganstanley.com/im/publication/forms/tax/2023_estimated_year_end_distributions.pdf?1698627686410
Muhlenkamp Fund:
https://muhlenkamp.com/muhlx/distributions/
Muzinich Funds:
https://www.muzinichusfunds.com/docs/Capital-Gains-2023-DRAFT.pdf
Nationwide Funds:
https://nationwidefinancial.com/media/pdf/MFN-0435AO.pdf?_ga=2.26369085.1879655311.1698701773-68082289.1697814812&_gl=1*vmxaz4*_ga*NjgwODIyODkuMTY5NzgxNDgxMg..*_ga_GLJSQEPWL4*MTY5ODcwMTc3Mi4zLjAuMTY5ODcwMTc4MS41MS4wLjA.
Natixis Funds:
https://www.im.natixis.com/us/year-end-distribution-estimates
Navigator Funds:
https://navigatorfunds.com/capital-gains-2023/
Needham Funds (see middle of page for "Distributions"):
https://www.needhamfunds.com/mutual-funds/small-cap-growth-fund/
https://www.needhamfunds.com/mutual-funds/aggressive-growth-fund/
https://www.needhamfunds.com/mutual-funds/growth-fund/
Neuberger Berman Funds:
https://www.nb.com/handlers/documents.ashx?id=0754c012-575e-4460-b242-fa7500c7e1c5&name=2023 Distribution Estimates - Alternative Funds
https://www.nb.com/handlers/documents.ashx?id=d6aa8574-01c5-4990-a5f8-fe729032d6e2&name=2023 Distribution Estimates - Equity Funds
https://www.nb.com/handlers/documents.ashx?id=1519aa8e-9994-496b-8326-58dcc6fbec8c&name=2023 Distribution Estimates - ETF Funds
https://www.nb.com/handlers/documents.ashx?id=c8374b0b-8ba3-4901-a649-d5742de35337&name=2023 Distribution Estimates - Income Funds
Nicholas Funds (new):
https://www.nicholasfunds.com/Distribution-Information/2023-Distribution-Calendar.htm
North Star Funds:
https://nsinvestfunds.com/north-star-small-cap-value-fund-2023-capital-gains-distributions/
Northern Trust Funds:
https://www.northerntrust.com/content/dam/northerntrust/pws/nt/documents/white-papers/mutual-funds/individual/capital-gain-distributions-2023.pdf
Nuance Funds:
https://nuanceinvestments.com/mutual-fund-news/
Nuveen Funds:
https://documents.nuveen.com/Documents/Nuveen/Default.aspx?uniqueId=3c3be13d-d800-48e2-a537-c251162ab9f4
Nuveen TIAA-CREF retail:
https://documents.nuveen.com/Documents/Nuveen/Default.aspx?uniqueId=515c837a-4ef2-40d8-82bc-e1262fa46236
Nuveen TIAA-CREF retirement:
https://documents.nuveen.com/Documents/Nuveen/Default.aspx?uniqueId=5d983c27-f884-4d28-84e9-0c351c6b3c99
Nuveen TIAA-CREF premier:
https://documents.nuveen.com/Documents/Nuveen/Default.aspx?uniqueId=ec0496c5-dfbf-4049-b8c5-793687ef2445
Nuveen TIAA-CREF institutional:
https://documents.nuveen.com/Documents/Nuveen/Default.aspx?uniqueId=ba50839f-bfff-4f38-b947-bc44c28dc8f4
Nuveen TIAA-CREF (W):
https://documents.nuveen.com/Documents/Nuveen/Default.aspx?uniqueId=e7d4a114-d60d-400e-b429-354e0bb13537
Nuveen TIAA-CREF advisor:
https://documents.nuveen.com/Documents/Nuveen/Default.aspx?uniqueId=8e0484b8-cb12-4a4d-9d73-86967f57b5f9

Icon Funds:
https://iconadvisers.com/resource-center/tax-center/distributions/
iMGP Funds:
https://imgpfunds.com/im-global-partner-2023-capital-gains-distribution/
IntegrityViking Funds:
https://www.integrityvikingfunds.com/Content/Documents/year-end-distribution-information
Invenomic Fund:
https://www.invenomic.com/_files/ugd/8592d8_b5a43c0f7f9a458ba87dc74d7e1b17de.pdf
Invesco Funds (link updated):
https://www.invesco.com/us-rest/contentdetail?contentId=29096ee0-8ec4-4199-930f-645be9d07e64
J Hancock Funds:
https://www.jhinvestments.com/content/dam/jhi-investments/JHINV/public/Corporate/News/CorporatePressReleases/estimated-capital-gain-and-income-distribution-press-release-2023-jhi.pdf
J P Morgan Funds:
https://am.jpmorgan.com/content/dam/jpm-am-aem/americas/us/en/supplemental/news-and-fund-announcements/2023-mutual-funds-capital-gains-estimates.pdf
https://am.jpmorgan.com/content/dam/jpm-am-aem/americas/us/en/supplemental/news-and-fund-announcements/2023-etf-capital-gains-estimates.pdf
James Funds:
https://www.jamesfunds.com/our-funds.php#distributions
Janus Henderson Funds:
https://2deaa804a6dc693855a0-eba658c6bc03668a61900f643427d64d.ssl.cf1.rackcdn.com/Documents/product/distribution-tax/Janus Henderson Preliminary Distribution Estimates 2023.pdf
Jensen Funds:
https://www.jenseninvestment.com/wp-content/uploads/2023/10/2023-jensen-quality-growth-fund-estimated-cap-gains-distributions.pdf
JOHCM Funds:
https://www.johcm.com/us/how-to-invest/231/distributions
Kinetics Funds:
http://kineticsfunds.com/wp-content/uploads/2023/11/KMF-2023-Estimated-distributions-final.pdf
Kopernik Funds:
https://kopernikglobal.com/sites/default/files/KGI CG MEMO - September 2023 Estimate.pdf
KraneShares ETFs:
https://kraneshares.com/resources/2023_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/565/download
LKCM Aquinas Catholic Equity Fund:
https://www.aquinasfunds.com/wp-content/uploads/2016/11/2023-Year-End-Mutual-Fund-Distribution-Estimates-AQUINAS-ONLY-10-19-23.pdf
LoCorr Funds:
https://locorrfunds.com/wp-content/uploads/2021/04/LoCorr-Funds-Annual-CapitalGains-Dividends-2022.pdf
Longleaf Partners Funds:
https://southeasternasset.com/investment-offerings/longleaf-partners-fund/capital-gains-and-income-distribution-estimate-9-30-23/
Loomis Sayles Funds:
https://www.loomissayles.com/internet/internet.nsf/content?readform&ctype=capitalgains&channel=mf
Lord Abbett Funds:
https://www.lordabbett.com/en/strategies/tax-center/capital-gain-distributions.html#la_Estimated_Capital_Gains

Eaton Vance Funds:
https://www.eatonvance.com/media/4878.pdf
Edgewood Growth Fund:
http://www.edgewood.com/documents/Edgewood Growth Fund Estimated Capital Gain Letter-2023.pdf
Eventide Funds:
https://mutualfunds.eventideinvestments.com/wp-content/uploads/Eventide-Preliminary-Year-End-2023-Distribution-Estimates-09-30-2023.pdf
Fairholme Funds:
https://static1.squarespace.com/static/53962eb7e4b053c664d74f3d/t/6557d83275ce425548dabd92/1700255794632/FAIRXFOCIXEstimateQ42023.pdf
Federated Hermes Funds:
https://services.federatedhermes.com/teamsite-file-server/content/Preliminary+Capital+Gains?token=ZGFmXHBkZlxyZXNvdXJjZXNcdGF4Y2VudGVyXDUwMTM1LnBkZg==|1|MC0CFQCI1BOke1AucQVHfwYA3k8wHq4ZDwIUMjVhf3hQoMNVAqbtHG/2Jn+vupQ=&location=aHR0cHM6Ly9zZXJ2aWNlcy5mZWRlcmF0ZWRoZXJtZXMuY29tL3RlYW1zaXRlLWZpbGUtc2VydmVyL2NvbnRlbnQvUHJlbGltaW5hcnkrQ2FwaXRhbCtHYWlucz90b2tlbj1aR0ZtWEhCa1pseHlaWE52ZFhKalpYTmNkR0Y0WTJWdWRHVnlYRFV3TVRNMUxuQmtaZyUzRCUzRCU3QzElN0NNQzBDRlFDSTFCT2tlMUF1Y1FWSGZ3WUEzazh3SHE0WkR3SVVNalZoZjNoUW9NTlZBcWJ0SEclMkYySm4lMkJ2dXBRJTNE|MC0CFQCBGokPO8pH+xyIoqz8CmHPKMxydAIUBUcbFDLnyvnxPfV6sy7vEuSQgBE=
Feinmore Asset Management:
https://fenimoreasset.com/resources/fam-funds-tax-center/
Fidelity Funds:
https://www.fidelity.com/mutual-funds/information/distributions#/?table=estimated
or
https://institutional.fidelity.com/app/tabbed/products/FIIS_SP52_DPL6.html?navId=324
First Eagle Funds:
https://www.firsteagle.com/tax-info/capital-gains-income-distribution-estimates-2023
FMI Funds:
https://www.fmimgt.com/fmi/funds/other/2023 YE_ESTIMATES_Distributions.pdf
FPA Funds (updated):
https://fpa.com/docs/default-source/tax-dividend-info/2023-fpa-funds-dividend-distributions-worksheet.pdf?sfvrsn=8cfd909d_34
Franklin Templeton Funds:
https://franklintempletonprod.widen.net/s/qjxw5nrvvr/flyer-2023capgainindications-franklintempleton-us-en?_gl=1*nfyuhc*_ga*ODc5NzE3ODMuMTY5NTU4NjQ4NQ..*_ga_15V8ZZDP8Z*MTY5Nzk5MDg5NC4zLjEuMTY5Nzk5MDg5NC4wLjAuMA..
or
https://www.franklintempleton.com/investments/resources/capital-gains-distribution
Frost Investment Funds:
https://www.frostinv.com/dam/jcr:de723b3f-9189-4fdf-b6ad-f8ad483bc675/Cap%20Gain%20Estimates%20as%20of%2010.31.2023.pdf
Gabelli Funds:
https://gabelli.com/funds/div_estimates
Global X ETFs:
https://www.globalxetfs.com/content/files/Estimated-Per-Share-Capital-Gains-Distributions-9.30.23.pdf
Goldman Sachs ETFs:
https://www.gsam.com/content/dam/gsam/pdfs/us/en/tax-information/2023/ETF Cap End_Distribution 2023.pdf?sa=n&rd=n
Goldman Sachs Funds:
https://www.gsam.com/content/dam/gsam/pdfs/us/en/tax-information/2023/EI-51 Cap End_Distribution-2023.pdf?sa=n&rd=n
Grandeur Peak Global Funds:
https://regdocs.blugiant.com/wp-content/uploads/2023/11/2023-Grandeur-Peak-Funds-Distribution-Estimates.pdf
Guggenheim Funds:
https://fulfillment.marketpowerweb.com/showpdf-sku.cfg?clientcode=rdx&sku=MF-DIST-FAQ
Harbor ETFs:
https://assets.harborcapital.com/docs/Dividend_Estimates_2023_ETF.pdf?_gl=1*b4tp22*_gcl_au*MTM3NTg2MjM4OC4xNjk1NDMyMzQ4
Harbor Funds:
https://assets.harborcapital.com/docs/Dividend_Estimates_2023.pdf?_gl=1*b4tp22*_gcl_au*MTM3NTg2MjM4OC4xNjk1NDMyMzQ4
Harding Loevner Funds:
https://media.hardingloevner.com/fileadmin/pdf/HLF/HLF-Distribution-Estimates-2023.pdf
Hartford ETFs:
https://www.hartfordfunds.com/dam/en/docs/pub/funddocuments/regulatorydocument/Tax Center/capgainsdistributions/2023HartfordActiveandMultifactorETFsCapitalGainsEstimateMemo.pdf
Hartford Funds:
https://www.hartfordfunds.com/dam/en/docs/pub/funddocuments/regulatorydocument/Tax Center/capgainsdistributions/2023HartfordFundsDecemberCapitalGainsEstimate.pdf
Heartland Funds:
https://www.heartlandadvisors.com/Resources/Tax-Information
Hennessy Funds:
https://www.hennessyfunds.com/funds/distributions
Hodges Funds:
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/2023/11/2023-Estimated-Year-End-Distributions.pdf
Hood River Funds:
http://hoodrivercapital.com/wp-content/uploads/2023/10/SCG-Distribution-Estimates-2023.pdf
Hotchkis & Wiley Funds:
https://www.hwcm.com/wp-content/uploads/2023/11/HW-Funds-2023-Distributions-Estimates-2.pdf

'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

M* Fund Category Definitions (US), April 2023
Changes
April 28, 2023
Released 9/14/23
* Added Miscellaneous Fixed Income
* Renamed
Allocation—15% to 30% Equity to Conservative Allocation,
Allocation—30% to 50% Equity to Moderately Conservative Allocation,
Allocation—50% to 70% Equity to Moderate Allocation,
Allocation—70% to 85% Equity to Moderately Aggressive Allocation, and
Allocation—85%+ Equity to Aggressive Allocation
https://pdfhost.io/v/K3mzSxMmx_MStar_Categories_Funds_April2023_091423
https://ybbpersonalfinance.proboards.com/post/1177/thread

@Baseball_Fan, I see articles from Lewis B in Barron's frequently. So, I assume that things are fine with him - may be he is on a short break from MFO.
Here is from THIS week, Barron's Part 2, 9/18/23,
FUNDS. DIVIDEND-oriented funds are attractive with the market at high levels. Short-term bonds are attractive now due to yield-curve inversion, but that won’t remain so for long. Mentioned are dividend-growth VIG, DGRO, VDIGX; current-dividend VYM; dividend-blend SCHD; equity-income VEIPX; income-builder/global-allocation TIBAX, etc. (By @lewisbraham at MFO)

@LogicalInvestor, M* used to provide fund sheets with up to 10-yr history - FREE. Unfortunately, it is now part of M* professional products.

M* Fund Reports include a fund's turnover rate for the past 10 calendar years.
You may be able to access M* Fund Reports online via your public library system.
I'm not aware of any websites which provide annual turnover statistics spanning multiple years.

I'm a "M* Investor" subscriber. They only show the last year's turnover on https://investor.morningstar.com/ and the standard Morningstar site. Am I missing something?

Well, it's like Grandpa said to Charlie in Willie Wonka..."sign away Charlie Boy, what have we got to lose?..."
I always thought you got something to say? Say it and who cares how it comes across etc...you got a right to express yourself....I can just as easily ignore anything someone has posted that I don't agree with it or try to respectfully disagree...makes it interesting.
Anyhoo...recently read a posting by The Humble Dollar guy, I forget his name and paraphrasing, he noted that he felt like you are better off keeping it real simple, even if portfolio is not perfect...too many of us tinker too much (my words)...
Also podcast Danielle DiMartino Booth...nothing wrong with stepping out of market, side stepping it for 18 months etc in Tbills, short notes....baby boomers have been convinced marketed to ALWAYS having good portion of inwestments in stonk markets etc....kind of ryhmes with what dtconroe has been posting the past several months....
Good Luck and Good Health to All,
Baseball Fan
Also, where has Lewis B been? hasn't posted in a while, although I never agreed with his left leaning posts, always respected the person and always made me think...hope all's well with LB

It frustrates me when a thread can quickly deteriorate into "silly ass" discussion. The thread topic is simply "How would you invest $100,000 now?". Just answer the question, give your reasons for that choice, and move on. The answer to the OPs question will vary from one investor to another, but it is an "investment" question, not a frivolous spending question.

This thread jumped the track days ago. I’ve been watching largely for amusement. But I respect peoples’ right to post what they will. Either @Baseball_Fan or the board moderators, ISTM, have discretion to allow / disallow certain comments or topics of conversation. You and I do not.
I must take exception to the new requirement that posters “give your reasons for the choice”. Neither @Baseball_Fan, who started the thread, nor @Gary152, who amplified the requirements (in all caps), mentioned giving reasons. In fact, Gary stressed the need to keep answers short, saying: “The question was simply how would YOU invest it NOW …”. I agree with that interpretation..
Books have been written on the subject of broad diversification (Albeit, it’s only one way to invest.) Anyone who has adhered to this approach for 50+ years hardly needs to explain or justify it. I’m sure everyone here understands the basic concept. As far as I know, I’m still the only poster who broke $100,000 down into exact dollar & cents amounts spread across several ass-it classes. I recommend others do the same so readers might see what $100,000 looks like when broken down into different types of investments (ie: domestic stocks, foreign stocks, fixed income instruments, cash / cash-equivalents, precious metals, etc.)

It frustrates me when a thread can quickly deteriorate into "silly ass" discussion. The thread topic is simply "How would you invest $100,000 now?". Just answer the question, give your reasons for that choice, and move on. The answer to the OPs question will vary from one investor to another, but it is an "investment" question, not a frivolous spending question.

Earlier this year, Romick delivered the keynote at Morningstar’s investment conference, reflecting on his 30 years of successful investing across multiple cycles.
We asked Romick to share insights and lessons learned navigating major crises like the tech bubble, financial crisis, COVID crash, and 2022’s meltdown. Interestingly, he believes Crescent has survived by “first considering what can go wrong.”
Hear Romick’s wisdom on defensive investing, managing risk, contrarian thinking, and preparing for an uncertain future—a rare chance to learn from a legendary investor.