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CGV Basic Links

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We provide direct links to capital gain distribution estimates from 15 of the largest mutual fund and ETF firms — covering nearly 80% of fund assets.

Looking for someone else? Expanded Links covers 400+ fund firms.

Firm nameStatusNotes
Vanguard (mutual funds)Not found
Fidelity Investments (mutual funds)Not found
Vanguard (ETFs)Not found
iShares (ETFs)Not found
Capital Group (mutual funds)Found · 09/23/26 · View estimates →13 funds > 10%1 fund > 20%: American Funds New Economy Fund
State Street Investment Management (ETFs)Not found
T. Rowe Price (mutual funds)Not found
Invesco (ETFs)Not found
Schwab ETFs (ETFs)Not found
JPMorgan (mutual funds)Not found
Dimensional Fund Advisors (mutual funds)Found · 09/23/26 · View estimates →
BlackRock (mutual funds)Not found
Franklin Templeton Investments (mutual funds)Not found
PIMCO (mutual funds)Not found
Nuveen (mutual funds)Found · 09/25/26 · View estimates →

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Basic Links covers the giants. Expanded Links covers 400+ fund and ETF firms.

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