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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:

1919 Funds:

AB Funds:

Aberdeen Funds:

Aegis Value Fund:

Akre Focus Fund:

Alger Funds:

AlphaCentric Funds:

Alps Funds:

American Beacon Funds:

American Century Funds:

American Funds:

AMG Funds:

Angel Oak Funds:

AQR Funds:

Arbitrage Funds:

Ariel Funds:

Aristotle Funds:

Ark ETF: Files/ARKETFs_12021_Handout_Capital_Gains_Distribution_2021.pdf

Artisan Partners Funds (final):

Auxier Focus Fund:

Ave Maria Funds:

AXS Funds/Cognois subadviser:

Baillie Gifford Funds:

Baird Funds:

Baron Funds:

Blackrock Funds:

BNY Mellon Funds:

Boston Partners Funds:

Brandes Funds:

Bretton Fund:

Bridge Builder Funds:

Bridgeway Funds (BRUSX - ouch):

Brown Brothers Harriman Funds:

Brown Capital Management Funds (click on distribution link under "key documents" ):

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:

Calamos Funds:

Calvert Funds (same as Eaton Vance):

Cambiar Funds:

Carillon Funds:

Castle Investments:
Castle Tandem Fund

Castle Focus Fund

Catalyst Funds:

Causeway Funds:

Cavanal Hill Funds:

Centerstone Investors:

Champlain Funds:

City National Rochdale Funds:

Clarkston Funds:

Clipper Fund:

Cohen & Steers:

Coho Funds:

Columbia Funds:

Commerce Funds:

Conestoga Funds:

Congress Asset Management Funds:

Copeland Funds (new):

Credit Suisse Funds (new):

CRM Funds:


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