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Preview to 2021 Cap Gains Distributions

edited August 2021 in Fund Discussions
M* warns of a couple funds that might have biggies...

Disclaimer: With 96% of our nest egg in tax-deferred a/c's, CGs are NOT an issue for us.


  • Mentioned: ClearBridge Aggressive Growth A (SHRAX) , T. Rowe Price Real Estate (TRREX) , Hennessy Focus Investor (HFCSX) , Neuberger Berman Multi-Cap Opp A (NMUAX)
  • We migrated to index funds and ETFs in order to minimize large capital gains distribution. So far so good, but we still pay tax on dividends.
  • I've also migrated much of my portfolio to ETFs. Each year I start a new spreadsheet with the expected distributions. The mutual funds is a big guess, but I look at the past few years for a ballpark number.
    As the year goes by and taxable money comes in, I replace my guesses with the actual numbers. I still guess between qualified and regular dividends.
    By the end of the year, thanks to the kind folks here at MFO, I find out what the fund companies are estimating.
    I might sell at gains during the year, but it is starting in November when I make my final plans on what I sell. Seems to work for me.
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