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://davisfunds.com/funds/distributions
ETFs:
https://www.davisetfs.com/gains_estimated
Dimensional Funds:
https://www.dimensional.com/chmedia/440098/source/download/2025-capital-gain-distribution-estimates.pdf
Driehaus Funds (new):
https://www.driehaus.com/system/uploads/fae/file/asset/419/DMF_Year_end_Distribution_Estimates_2025.pdf
DWS Asset Management (new):
https://www.dws.com/globalassets/cio/dam-us/pdfs/resources/tax-center/forms/capital-gains-retail-final.pdf?v=-1966237492
FAM Funds (new):
https://fenimoreasset.com/resources/fam-funds-tax-center/
Federated Hermes Funds (new):
https://services.federatedhermes.com/teamsite-file-server/content/Preliminary+Capital+Gains?token=ZGFmXHBkZlxyZXNvdXJjZXNcdGF4Y2VudGVyXDUwMTM1LnBkZg==|1|MCwCFElvwYJgUHq0Mm8kkB79ak6wkwRBAhRlKr0qL6ksPDPxf51l5SZEGvVcIA==&location=aHR0cHM6Ly9zZXJ2aWNlcy5mZWRlcmF0ZWRoZXJtZXMuY29tL3RlYW1zaXRlLWZpbGUtc2VydmVyL2NvbnRlbnQvUHJlbGltaW5hcnkrQ2FwaXRhbCtHYWlucz90b2tlbj1aR0ZtWEhCa1pseHlaWE52ZFhKalpYTmNkR0Y0WTJWdWRHVnlYRFV3TVRNMUxuQmtaZyUzRCUzRCU3QzElN0NNQ3dDRkVsdndZSmdVSHEwTW04a2tCNzlhazZ3a3dSQkFoUmxLcjBxTDZrc1BEUHhmNTFsNVNaRUd2VmNJQSUzRCUzRA==|MCwCFGfh0VbmjFQXDpZR0Onwe1vbIyh8AhRa6vLIR62ZvRz19w6kWcAP3tcStA==
Frontier Small Cap Fund (new):
https://media.amg.com/content/dam/amgfunds/documents/AMG Frontier Estimates as of 10.10.25_distribution.pdf
FullerThaler Funds (new):
https://fullerthalerfunds.com/wp-content/uploads/2025/10/FT-Funds-Capital-Gains-2025.pdf
https://media.amg.com/content/dam/amgfunds/documents/AMG GWK Estimates as of 10.10.25_distribution.pdf
Harding, Loevner Funds (new):
https://media.hardingloevner.com/fileadmin/pdf/HLF/HLF-Distribution-Estimates-2025.pdf
Hartford Funds:
Funds:
https://www.hartfordfunds.com/dam/en/docs/pub/funddocuments/regulatorydocument/Tax Center/HMFCapitalGains_December2025EstimateMemo.pdf
ETFs:
https://www.hartfordfunds.com/dam/en/docs/pub/funddocuments/regulatorydocument/Tax Center/ETFCapitalGains_December2025_EstimateMemo.pdf
John Hancock Funds (new):
https://www.jhinvestments.com/content/dam/jhi-investments/JHINV/public/Corporate/News/CorporatePressReleases/estimated-capital-gain-and-income-distribution-press-release-2025-jhi.pdf
Janus Henderson Funds:
https://2deaa804a6dc693855a0-eba658c6bc03668a61900f643427d64d.ssl.cf1.rackcdn.com/Documents/product/distribution-tax/Janus-Henderson-Preliminary-Distribution-Estimates-2025.pdf
https://www.lordabbett.com/en-us/financial-advisor/resources/tax-center/capital-gains-distributions.html
LSV Funds:
https://www.lsvasset.com/pdf/fund-docs/2025-DistributionEstimates-9.30.25.pdf
https://madisonfunds.com/resources/tax-center/
MFS Funds:
https://www.mfs.com/content/dam/mfs-enterprise/mfscom/backlot/mfs_cg_fly.pdf
Monetta Funds:
https://monetta.com/performance-and-dividend-distribution/
Montrusco Bolton Fund (new):
https://media.amg.com/content/dam/amgfunds/documents/AMG Montrusco Estimates as of 10.10.25_distribution.pdf
Navigator Funds (new):
https://navigatorfunds.com/capital-gains/
Nuveen Funds:
https://documents.nuveen.com/Documents/Nuveen/Default.aspx?uniqueId=3c3be13d-d800-48e2-a537-c251162ab9f4
Oakmark Funds:
https://oakmark.com/news-insights/oakmark-capital-gain-tax-estimates/
Osterweis Funds:
https://www.osterweis.com/files/Distribution-Estimates.pdf
Pantheon Funds (new):
https://media.amg.com/content/dam/amgfunds/documents/AMG Pantheon Sep 2025 CG Estimates - for Distribution as of 10.10.25v2.pdf
PGIM Funds (new):
https://www.pgim.com/us/en/intermediary/pidoc?appId=aemshell&pdfId=8912A02F28CF4802A2CA39479A521E39
Primecap Odyssey Funds (new):
https://www.primecap.com/wp-content/uploads/2025/10/2025-Distribution-Estimates-as-of-09302025-PFC000282.pdf
Principal Funds
mutual funds:
https://secure02.principal.com/publicvsupply/GetFile?fm=MM3682&ty=VOP&EXT=.VOP
https://media.amg.com/content/dam/amgfunds/documents/AMG Renaissance Estimates as of 10.10.25_distribution.pdf
River Road Funds (new):
https://media.amg.com/content/dam/amgfunds/documents/AMG River Road Estimates as of 10.10.25_distribution.pdf
Russell Investment Funds:
https://russellinvestments.com/content/dam/ri/files/us/en/common/funds/ric/tax-information/Estimated-Cap-Gain-RIC-Funds.pdf
Selected Funds (new)
https://selectedfunds.com/funds/distributions
Systematica Funds (new):
https://media.amg.com/content/dam/amgfunds/documents/AMG Systematica Estimates as of 10.10.25_distribution.pdf
Thrivent Funds:
https://www.thriventfunds.com/support/tax-resource-center/capital-gains.html
Timesquare Funds (new):
https://media.amg.com/content/dam/amgfunds/documents/AMG TimesSquare Estimates as of 10.10.25_distribution.pdf
Tweedy, Browne Funds:
https://www.tweedyfunds.com/wp-content/uploads/sites/10/2025/10/2025-Estimated-Distributions-9-30-25-2.pdf
https://media.amg.com/content/dam/amgfunds/documents/AMG Veritas Estimates as of 10.10.25_distribution.pdf
Victory Funds (updated):
https://investor.vcm.com/assets/resources-mutualfunddoc/Victory-Funds-2025-Estimated-Capital-Gains.pdf
https://www.vcm.com/assets/resources-mutualfunddoc/Victory-Portfolios-III-Mutual-Funds-2025-Estimated-Capital-Gains.pdf
https://investor.vcm.com/assets/resources-mutualfunddoc/Victory-RS-2025-Estimated-Capital-Gains.pdf
Virtus Funds (new):
https://www.virtus.com/assets/files/97l/virtus_mutual_funds_year_end_distribution_est_7065.pdf
Vulcan Value Partners Funds (new):
https://vulcanvaluepartners.com/core/uploads/2025/10/2025-Distributions-Estimates-09.30.2025.pdf
Weitz Funds:
https://weitzinvestments.com/funds/distributions.fs
Wilshire Global Allocation Fund:
https://cdn.prod.website-files.com/60f8038183eb84c40e8c14e9/68e95ccc7864335c410e3c55_Wilshire-Global-Allocation-Fund-Distributions.pdf
Yacktman Funds (new):
https://media.amg.com/content/dam/amgfunds/documents/AMG Yacktman Estimates as of 10.10.25_distribution.pdf