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.
Vanguard Funds (updated as of 12/9/13 & includes more index funds)
https://personal.vanguard.com/us/insights/article/estimated-yearend-distributions-12092013
Satuit Funds (SATMX...ouch!)
http://www.satuitcapital.com/new/satuitcapitalmanagement…
Here is their registration filing back in July:
http://www.sec.gov/Archives/edgar/data/831114/000110465913054106/a13-16436_1485bpos.htm
The delay may have to do with the new ownership vote by shareholders in Robeco.
Brown Capital Management Funds
http://www.browncapital.com/distributions.html
Allianz Global Funds
http://us.allianzgi.com/ShareholderCommunications/External Documents/2013_Cap_Gains_Estimates.pdf
Metropolitan West Funds
http://www.mwamllc.com/fun…
I saw this filing yesterday, but I didn't understand it until I read the morningstar article you posted. I didn't know what the prior conditions were when the fund closed in comparison with the new conditions posted. (it is clear as mud.)
http://w…
A couple of other growth micro-cap funds were not included: SATMX (formerly Satuit Micro-cap fund and TMCGX (formerly Turner Micro-cap fund). For value plays, PVFIX.
The Growth fund paid a Short-Term Capital Gain Per Share of $0.92390
& Long-Term Capital Gain Per Share $12.30854 (ouch!).
http://meridianfund.com/index.php?cID=237
It may not continue to pay large distribution amounts in the future. Was t…
Bridgeway Funds (large ultra small company fund payout)
http://bridgeway_web.s3.amazonaws.com/cms/documents/cfdfe8c50396a90e/2013_Distribution_Estimates.pdf
Calamos Funds (some large payouts especially for Growth and Global Growth & Income funds)
http://www.calamos.com/~/media/documents/tax-center/calamos-2013-capital-gains-estimates
Hennessy Funds
http://hennessyfunds.com/capital_gains_and_distr…
Deja vu. Franklin/Templeton used to have a domestic L/S which was later merged into its global L/S. The global L/S fund was later reorganized into some other fund as it was not successful.
US Global Investor Funds
http://www.usfunds.com/media/files/pdfs/dividend-memos/Estimateddividends2013.pdf
Turner Funds (large payouts for Emerging Growth, Mid Cap Growth and Small Cap Growth Funds)
http://www.turnerinvestments.com/tax-information/…
Conestoga Small Cap Fund
http://www.conestogacapital.com/mutual fund.htm
Calvert Funds
http://www.calvert.com/newsArticle.html?article=20762&source=RSS:+Calvert+News
Aberdeen Funds
http://www.aberdeen-asset.us/doc.nsf/Lit/ContentUSOpenAsia…
