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.
Bridgeway Funds (Bridgeway Ultra Small Company Fund...Ouch!!)
http://bridgeway_web.s3.amazonaws.com/cms/documents/b4d881e1a865760e/2014_Distribution_Estimates.pdf
Dodge and Cox Funds
https://www.dodgeandcox.com/pdf/shareholder_services/dc_estima…
While I did notice the registration filing for Driehaus and post it above; I did not notice the minimum investment required when posting the link. Initially, my thoughts were it was a new fund from Driehaus and it was strange that Driehaus was comi…
@Ron
Sure, it is good to have large distributions in a non-taxable account, like Fidelity's Select Biotechnology Portfolio of $25.31 per share (which I own in a non-taxable account). However, when you own Turner's Emerging Growth Fund in a taxabl…
PIMCO Funds
https://investments.pimco.com/ShareholderCommunications/External Documents/PIMS Capital Gain Estimates.pdf
or PIMCO EqS Funds
https://investments.pimco.com/ShareholderCommunications/External Documents/EqS Capital Gain Estimates.pdf
Artisan Funds
https://www.artisanfunds.com/distributions/current.cfm?Banner=3_p1_110514_DistEst_v1
or
https://www.artisanfunds.com/distributions/current.cfm
Turner Funds (check out Emerging Growth, Small Cap Growth and Midcap Growth Funds...Ouch!!! The amounts to be paid out on these three funds increased as of 11/9/14 from original the estimates)
http://www.turnerinvestments.com/tax-information/
Baron Funds
http://www.baronfunds.com/mutual-funds/distribution-information/
or
http://baroncapitalmanagement.com/mutual-funds/distribution-information-2014/
Aston Funds
http://astonfunds.com/shareholders/distributions-capital-gains
Westwood Funds
http://www.westwoodfunds.com/pdf/2014-distribution-estimates.pdf
Invesco Funds
https://www.invesco.com/static/us/investors/contentdetail?contentId=9a64a8c235512410VgnVCM100000c2f1bf0aRCRD
ICM Small Company Fund
https://www.ic…
Fidelity Funds (Advisor, Retail & Destiny Funds) (check out Select Biotech and Select Health Funds):
https://advisor.fidelity.com/app/literature/view?itemCode=779189&renditionType=pdf&pos=R
John Hancock Funds
http://www.jhinvestments…
USAA Funds
https://content.usaa.com/mcontent/static_assets/Media/MutualFundDist_PreNotification.pdf?cacheid=1879588210_p
Conestoga Small Cap Fund (will ask to load/run Flash...you do not need it to see the page)
http://www.conestogacapital.com/mu…
Harding Loevner Funds
http://www.hardingloevnerfunds.com/fileadmin/pdf/HLF/distributions-093014.pdf
Davis Funds
http://davisfunds.com/estimated_capital_gains
American Century Funds
https://www.americancentury.com/content/americancentury/dire…
http://www.sec.gov/Archives/edgar/data/1156906/000119312514373975/d804455d497.htm
497 1 d804455d497.htm CAUSEWAY CAPITAL MANAGEMENT TRUST
Causeway International Opportunities Fund
Institutional Class (CIOIX)
Investor Class (CIOVX)
SUPPLEMEN…
The fund has a mediocre performance; fund has less than $1B AUM. Thought it was interesting to see an international index fund closing to new investors.
American Funds
https://www.americanfunds.com/resources/tax/capital-gains/index.html
Aquila Funds
http://aquilafunds.com/wp-content/uploads/2013/12/CapGainEst-9-15-2014.pdf
Diamond Hill Funds
http://www.diamond-hill.com/wp-content/uploads/DHF…
As a Janus investor with "D" shares for years, I used to be able to make exchanges on-line for little as $100.00 into new non-taxable accounts. I logged into my account to make a small exchange from one of my other accounts on-line into the unconst…
For copyright reasons, I found the article link, which is below.
http://www.bottomlinepublications.com/content/article/wealth-a-retirement/faltering-funds
From the link in MFO post, http://www.mutualfundobserver.com/discuss/discussion/14903/causeway-funds-in-registration#latest,
the following information was posted in their SEC filing:
"...The Fund expects to pay significantly increased taxable di…
From the link, I did find this concerning International Opportunities Fund:
*“Management Fees” and “Other Expenses” have been restated reflecting the new advisory fee as of October [XX], 2014 and the related change in the Fund’s investment strateg…
