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2020 Capital Gains estimates

edited December 2020 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. Thanks to everyone who contributes and posts their information.

1919 Funds:
https://1919funds.com/pdfs/all/1919-Capital-Gains.pdf

1290 Funds:
http://www.1290funds.com/documents/1290funds-taxst-20201112.pdf

Aberdeen Funds:
https://www.aberdeenstandard.com/docs?editionId=628319b8-0389-42da-9283-be59cf005fff

Advisor Asset Management (AAM):
https://docs.aamlive.com/fisdocuments/marketing/mutualfund/distributions_estimated_all.pdf

Aegis Value Fund:
https://www.aegisfunds.com/assets/pdfs/Aegis_Value_Fund-2020_Distributions.pdf

AIG Funds:
https://www-1012.aig.com/pdf/capital-gains-estimates.aspx

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

Alger Funds:
https://www.alger.com/Pages/Page.aspx?pageLabel=DividendsDistributions

Alliance Bernstein Funds:
https://www.alliancebernstein.com/sites/investments/us/resources/pdf/FINAL_GEN-5796.pdf

Allianz Global Funds:
https://us.allianzgi.com/documents/AllianzGI-Funds-2020-Capital-Gains-Distribution-Estimates-with-NAV
https://us.allianzgi.com/documents/AllianzGI-Funds-2020-Capital-Gains-Distribution-Estimates-without-NAV
https://us.allianzgi.com/documents/AllianzGI-Funds-2020-Capital-Gains-Distribution-Estimates-with-NAV-I-share

AlphaCentric Funds:
http://alphacentricfunds.com/wp-content/uploads/2020/11/AlphaCentric-Distributions-2020-11-20-EST-1.pdf

ALPS Funds:
https://www.alpsfunds.com/api/resources/6d0c88f52b125613cb74a7d3eb03fef2.pdf

American Beacon Funds:
https://www.americanbeaconfunds.com/downloads/resourcecenter/TaxAndDividend/2020YearEndEstDiv.pdf

American Century Funds:
https://www.americancentury.com/content/direct/en/insights/guidance-planning/tax-center/preparing-your-taxes/estimated-distributions.html

American Funds:
https://www.capitalgroup.com/individual/service-and-support/tax-center/2020-year-end-distributions.html

AMG Funds:
https://www.amgfunds.com/content/dam/amgfunds/documents/other/amgf-capital-gains.pdf

Amundi Pioneer Funds (updated):
https://www.amundipioneer.com/us/ezjscore/call/ezjscamundibuzz::sfForwardFront::paramsList=service=ProxyGedApi&routeId=_dl_YzI1ZTE0MDk2NzJlZWM5ODMxMTI1ZWI0Nzc5ZDcyYTU_download

Angel Oak Funds:
https://angeloakcapital.com/2020-estimated-capital-gains/

AQR Funds:
https://funds.aqr.com/-/media/Files/Fund-Documents/2020-Estimated-Distribution-Memo.pdf?la=en&hash=FDBFAC67BD1284C1343E41FB3EAB7332

Aquila Funds:
https://aquilafunds.com/2020/10/29/estimated-capital-gain-distributions-as-of-september-30-2020/#.X5xZ_nySmM8

Arbitrage Funds:
https://arbitragefunds.com/news/2020/10/22/arbitrage-funds-2020-year-end-distribution-estimates

Ariel Funds:
https://www.arielinvestments.com/distributions/

Aristotle Funds:
https://aristotlefunds.com/wp-content/uploads/2020/10/Aristotle-Funds-2020-Distribution-Estimates-as-of-2020-09-30-ACM-2010-241.pdf

ARK Etfs:
https://etfs.ark-funds.com/hubfs/1_Download_Files_ETF_Website/Performance-and-Other/Capital_Gains_Distribution_ARK_ETFs.pdf

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

Ave Maria Funds:
https://www.avemariafunds.com/fund-family/dist-2020.html

Baillie Gifford Funds:
https://www.bailliegifford.com/en/usa/professional-investor/literature-library/funds/mutual-funds/estimated-capital-gain-distributions/

Baird Funds:
https://content.rwbaird.com/BairdFunds/PDF/2020-Estimated-Capital-Gains.pdf

Barings Funds:
https://www.barings.com/us/guest/news/press-releases/important-information-about-capital-gains-and-ordinary-income-distributions-december-2020

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

BBH Funds:
https://www.bbhfunds.com/resource/blob/48770/3a9ed6c0f13cd9716fc10f209aaa1930/bbh-2020-estimated-year-end-distributions-data.pdf

Blackrock Funds:
https://www.blackrock.com/us/financial-professionals/literature/distribution-information/blackrock-funds-distribution-estimates-2020.pdf

BNY Mellon Funds:
https://im.bnymellon.com/us/en/documents/manual/tax-forms/2020-bny-mellon-family-of-funds-cap-gain-estimates.pdf

Bogle Small Cap Growth Fund:
https://boglefunds.com/mutualfund

Boston Partners Funds (check out Long/Short Equity Fund):
https://www.boston-partners.com/wp-content/uploads/2020/11/bp-funds-2020-estimated-cap-gain-dist-final.pdf

Bridgebuilder Funds:
http://www.bridgebuildermutualfunds.com/wp-content/uploads/pdfs/current/Bridge_Builder_2020_Capital_Gains.pdf

Bridgeway Funds:
https://bridgewayfunds.com/wp-content/uploads/sites/2/2020/11/2020-est-distributions.pdf

Brookfield Investment Funds:
https://publicsecurities.brookfield.com/~/media/Files/B/Brookfield-BIM-V4/documents/us-mutual/Brookfield Investment Funds Capital Gains Estimate 2020_Web.pdf

Brown Advisory Funds:
https://www.brownadvisory.com/sites/default/files/2020 Distribution Update October.pdf

Bruce Fund (paid (figures rounded))
Ordinary income $13.58
STCG - $.92
LTCG -$21.91

Buffalo Funds:
https://buffalofunds.com/our-funds/performance/#dividends

Calamos Funds:
https://www.calamos.com/globalassets/media/documents/tax-center/2020-calamos-estimated-capital-gains.pdf

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

Cambiar Funds:
https://www.cambiar.com/capital-gains-2020-estimates/

Carillon Tower Advisors:
https://www.carillontower.com/our-funds/fund-information

Castle Investment Management Funds:
https://www.castleim.com/wp-content/uploads/2020/11/A-Castle-Tandem-Cap-Gain-Estimate-Nov-10-2020.pdf
https://www.castleim.com/wp-content/uploads/2020/11/A-Castle-Focus-Cap-Gain-Estimate-Nov-10-2020.pdf

Catalyst Funds:
https://catalystmf.com/wp-content/uploads/sites/3/2020/11/catalyst-distributions-2020-11-20-est.pdf

Causeway Funds:
https://www.causewaycap.com/wp-content/uploads/2020_Causeway-Funds-Prelim-Distributions.pdf

Centerstone Investors:
https://centerstoneinv.com/wp-content/uploads/2020/10/Website-Summary-Dividend-Distribution-October-2020-1.pdf

Champlain Funds (updated):
https://mk0cipvtgu55k27ej46.kinstacdn.com/wp-content/uploads/2020/11/Champlain-Estimated-Yr-End-Distributions-2020-vr111320.pdf

Chartwell Funds:
https://www.chartwellip.com/ContentDocumentHandler.ashx?documentId=56962

City National Rochdale Funds:
https://www.citynationalrochdalefunds.com/assets/PDFs/Distributions/CNR_Cap_Gains_Distribution_Memo_2020.pdf

Clarkston Funds:
http://www.clarkstonfunds.com/documents/clarkstonfunds-dd-20201112.pdf

Clipper Fund:
https://clipperfund.com/document/read/2020_estimated_year_end_capital_gains_distributions

Cohen & Steers Funds:
https://assets.cohenandsteers.com/assets/content/tax_documents/2020_Estimated_Supplemental_Capital_Gain_Distributions_for_Open-End_Mutual_Funds.pdf

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

Columbia Threadneedle Funds (incl. Acorn Funds):
https://www.columbiathreadneedleus.com/binaries/content/assets/cti/public/2020_YE_CAPITAL_GAIN_DISTRIBUTION_ESTIMATES.PDF

Commerce Funds (bottom of page):
https://www.commercefunds.com/fund-information/distributions

Congress Asset Funds:
http://www.congressasset.com/funds/assets/mutual-fund-capital-gains-2020.pdf

Credit Suisse Funds:
https://www.credit-suisse.com/media/assets/asset-management/docs/us/tax-information/2020/2020-december-distribution-notification.pdf

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

Crossmark Steward Funds:
https://www.crossmarkglobal.com/wp-content/uploads/Crossmark-Steward-2020-Estimated-Year-End-Distributions-093020.pdf

Cullen Funds:
http://www.cullenfunds.com/documents/cullen-high-dividend-equity-fund-dd-20201031.pdf

Davis Funds:
https://davisfunds.com/document/read/2020_estimated_year_end_capital_gains_distributions

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

DF Dent Funds:
https://dfdent.com/wp-content/uploads/2020/12/Capital-Gains-Distribution-2020.pdf

DGHM Funds (new):
https://dghmfunds.com/wp-content/uploads/DGHM-MicroCap-Value-Fund-Capital-Gains-Distribution.pdf

Diamond-Hill Funds (updated):
https://www.diamond-hill.com/wp-content/uploads/DHF-capital-gain-estimates-as-of-10-31-20.pdf

Dimensional Funds:
https://us.dimensional.com/-/media/Dimensional/Documents/US/2020-distributions.pdf?la=en&hash=37CC2986F663EEBBD23DCE2C38D176511DE38019

Dodge & Cox Funds:
https://www.dodgeandcox.com/pdf/shareholder_services/dc_estimated_year_end_distributions_2020.pdf

Domini Funds:
https://www.domini.com/manage-account/tax-center/dec-2020-distributions-1

Doubleline Funds:
https://doublelinefunds.com/wp-content/uploads/2020-DL-Funds-Estimated-Capital-Gains-10-23-2020.pdf

Driehaus Funds:
https://www.driehaus.com/system/uploads/fae/file/asset/419/DMF_Year_End_Distribution_2020.pdf

Dunham Funds:
https://www.dunham.com/FA/Pages/YearEndDistributions
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