Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
'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.
Comments
https://www.dimensional.com/chmedia/440098/source/download/2025-capital-gain-distribution-estimates.pdf
https://www.lordabbett.com/en-us/financial-advisor/resources/tax-center/capital-gains-distributions.html
https://oakmark.com/news-insights/oakmark-capital-gain-tax-estimates/
Principal Funds (new)
mutual funds:
https://secure02.principal.com/publicvsupply/GetFile?fm=MM3682&ty=VOP&EXT=.VOP
https://www.thriventfunds.com/support/tax-resource-center/capital-gains.html