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2021 capital gains distribution estimates (mutual funds and ETFs)

edited December 2021 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. Be sure to check the entire post for various posts with possible links. Thanks to everyone who contributes and posts their information.

1290 Funds:
http://www.1290funds.com/resources/#taxInformation

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

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

Aberdeen Funds:
https://www.abrdn.com/docs?editionId=d0fbe25e-6e24-4c0d-933e-836e8341e133

Aegis Value Fund:
https://www.aegisfunds.com/assets/pdfs/Aegis_Value_Fund-2021_Distributions.pdf

Akre Focus Fund:
https://www.akrefund.com/historical-distributions/

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

AlphaCentric Funds:
https://alphacentricfunds.com/wp-content/uploads/2021/12/AlphaCentric-Distributions-2021-11-23-EST.pdf

Alps Funds:
https://www.alpsfunds.com/api/resources/6f4c6c6e8800441d87d81058b354252d.pdf

American Beacon Funds:
https://www.americanbeaconfunds.com/downloads/resourcecenter/TaxAndDividend/2021EstimatedYeaEndDividends.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/2021-year-end-distributions.html

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

Angel Oak Funds:
https://angeloakcapital.com/2021-estimated-capital-gains/

AQR Funds:
https://funds.aqr.com/-/media/Files/Fund-Documents/AQR-Funds-Announces-Estimated-Income-and-Capital-Gain-Distributions-for-2021.pdf?la=en&hash=A94779E3ADD5198C1535315D18D47A67

Arbitrage Funds:
https://arbitragefunds.com/news

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

Aristotle Funds:
https://aristotlefunds.com/wp-content/uploads/2021/10/Aristotle-Funds-2021-Distribution-Estimates-as-of-2021-10-19-ACM-2110-302.pdf

Ark ETF:
https://etfs.ark-funds.com/hubfs/1_Download_Files_ETF_Website/Distribution Files/ARKETFs_12021_Handout_Capital_Gains_Distribution_2021.pdf

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

Auxier Focus Fund:
https://auxierasset.com/files/uploads//2021-Distribution-Estimates-.pdf

Ave Maria Funds:
https://avemariafunds.com/fund-family/dist-2021.html

AXS Funds/Cognois subadviser:
https://www.axsinvestments.com/download/551/axs-market-neutral-fund/5014/distributions-10.pdf

Baillie Gifford Funds:
https://www.bailliegifford.com/literature-library/funds/mutual-funds/estimated-capital-gain-distribution-new/

Baird Funds:
https://www.bairdassetmanagement.com/siteassets/pdfs/distributions/2021-estimated-capital-gains.pdf

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

Blackrock Funds:
https://www.blackrock.com/us/individual/literature/distribution-information/blackrock-funds-distribution-estimates-2021.pdf

BNY Mellon Funds:
https://im.bnymellon.com/us/en/documents/manual/tax-forms/2021-early-estimated-capital-gains-august-2021.pdf

Boston Partners Funds:
https://www.boston-partners.com/uploads/2021/11/ac8b379f23048488ba935744ac3d8477/bp-funds-2021-estimated-cap-gain-dist.pdf

Brandes Funds:
https://www.brandes.com/docs/default-source/mutual-fund/handouts/Brandes-Capital-Gains-Estimates

Bretton Fund:
https://brettonfund.com/2021-distribution-information/

Bridge Builder Funds:
http://www.bridgebuildermutualfunds.com/wp-content/uploads/pdfs/current/Bridge_Builder_2021_Capital_Gains.pdf

Bridgeway Funds (BRUSX - ouch):
https://bridgewayfunds.com/mutual-funds/distributions/

Brown Brothers Harriman Funds:
https://www.bbhfunds.com/content/dam/bbh/external/bbhfunds/resources/pdfs/2021-distributions/2021-BBH-Trust-Distribution-Estimates.pdf

Brown Capital Management Funds (click on distribution link under "key documents" ):
https://www.browncapital.com/investmentstrategies/smallcompanyfundinv/

Bruce Fund (called rep on 12/17 and received the following info which is tentative):
ordinary income -$9.7481
ST CG -$1.9481
LT CG - $50.2761

Buffalo Funds:
https://buffalofunds.com/wp-content/uploads/2021-Capital-Gains-Distribution-Estimates.pdf

Calamos Funds:
https://www.calamos.com/globalassets/media/documents/tax-center/2021-calamos-estimated-capital-gains.pdf

Calvert Funds (same as Eaton Vance):
https://funds.eatonvance.com/media/public/4878.pdf

Cambiar Funds:
https://cambiar.com/capital-gains-2021-estimates/

Carillon Funds:
https://www.carillontower.com/our-funds/fund-dividend-and-tax-information

Castle Investments:
Castle Tandem Fund
https://www.castleim.com/wp-content/uploads/2021/11/Castle-Tandem-Cap-Gain-Estimate-11-1-2021-.pdf

Castle Focus Fund
https://www.castleim.com/wp-content/uploads/2021/11/A-Castle-Focus-Cap-Gain-Estimate-Nov-1-2021-Update.pdf

Catalyst Funds:
https://catalystmf.com/wp-content/uploads/sites/3/2021/11/catalyst-distributions-2021-10-31-est.pdf

Causeway Funds:
https://www.causewaycap.com/wp-content/uploads/Causway-Funds-2021-Estimates.jpg

Cavanal Hill Funds:
https://cavanalhillfunds.com/uploads/documents/2021_Estimated_CapitalGains_CavHil.pdf

Centerstone Investors:
https://centerstoneinv.com/wp-content/uploads/2021/10/Website-Summary-Dividend-Distribution-August-2021.pdf

Champlain Funds:
https://cipvt.com/wp-content/uploads/2021/10/Champlain-Estimated-Yr-End-Distributions-2021-vr-101521.pdf

City National Rochdale Funds:
https://www.citynationalrochdalefunds.com/assets/PDFs/Distributions/CNR_Cap_Gains_Distribution_Memo_2021.pdf

Clarkston Funds:
http://www.clarkstonfunds.com/documents/clarkstonfunds-dd-20211110.pdf

Clipper Fund:
https://clipperfund.com/document/read/2021_estimated_year_end_capital_gains_distributions

Cohen & Steers:
https://assets.cohenandsteers.com/assets/content/tax_documents/OEF_2021_Distributions_Estimate_September_30_2021.pdf

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

Columbia Funds:
https://www.columbiathreadneedleus.com/binaries/content/assets/cti/public/2021_cap_gain_yearend_estimates.pdf

Commerce Funds:
https://www.commercefunds.com/fund-information/distributions

Conestoga Funds:
https://www.conestogafunds.com/conestoga-small-cap-fund
https://www.conestogafunds.com/conestoga-mid-cap-fund-with-perf
https://www.conestogafunds.com/conestoga-smid-cap-fund

Congress Asset Management Funds:
http://www.congressasset.com/assets/mutual-fund-capital-gains-2021.pdf

Copeland Funds (new):
https://www.copelandfunds.com/system/files/fields/field-file/2021-12/2021-cap-gains-distribution-flyer-final.pdf

Credit Suisse Funds (new):
https://www.credit-suisse.com/media/assets/asset-management/docs/us/tax-information/2021/2021-credit-suisse-preliminary-distribution-notification.pdf

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