has an annual thread on fund distribution links.
This thread is to note mutual funds/OEFs that have outrageously high yearend distributions. Culprits are high outflows and/or recent manager changes (new managers want to start with fresh portfolios for their tenure).
This problem isn't significant for ETFs, but those too can have notable CG distributions when there are heavy outflows (their advantage of "in-kind trading without tax impact" basically runs out). Vanguard's dual OEF and ETF class structure also bites because both VG OEFs and VG ETFs have identical CG distributions (as % of prices).
M* RK has noted 3, https://www.morningstar.com/funds/3-funds-whose-tax-bills-might-tick-up
AKREX, outflow 9.2% of AUM
VPMAX, outflow 6.8% of AUM
DHSCX, outflows and manager change, 03/2023 (from the link at @TheShadow
, est 21.65%!)
Too early for the amounts of CG distributions.
Posters should add more as they learn about large ( > 5%) yearend CG distributions.