Articles
Short, practical writing on capital gain distributions for investors, advisors, and firms.
In the Doghouse — 2026
The funds currently estimating year-end capital gain distributions greater than 20% of NAV.
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Capital Gain Stats — 2026
A running snapshot of the 2026 capital gain distribution season as fund and ETF firms post their estimates.
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In The Doghouse — 2025
Our 2025 list of mutual funds with estimated capital gain distributions above 20% of NAV.
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Capital Gain Stats — 2025
A running snapshot of the 2025 capital gains season as fund firms post their estimates.
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2025 Predictions
Why this year's capital gain distributions look very average — again.
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Inevitable Distributions?
Building a list of funds that 'had to' make large distributions taught me a lesson about sure bets.
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Keeping More of What You Make
Practical strategies to reduce the tax drag from mutual fund capital gain distributions.
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Know When To Hold'em, Know When To Fold'em
Once you know what your funds will distribute, how do you decide whether to hold on or sell before the payout?
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Heading Towards the Doghouse?
Four indicators that your fund might be on track for outsized capital gains distributions.
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Bitten by a Big Capital Gains Distribution? There Might Be a Simple Remedy.
A surprise distribution larger than your gain doesn't have to be a tax disaster — selling before year-end can offset it.
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Don't Buy a Tax Headache!
Buying a fund right before its distribution can saddle you with a tax bill on gains you never earned. Here's how to avoid it.
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Beginners Should Start Here
A quick FAQ on capital gains distributions for investors new to mutual fund taxation.
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