What to Expect This Capital Gains Distribution Season
Redemptions among active equity funds coupled with a multiyear stock market rally could lead to sizable distributions this year, says Morningstar's Russ Kinnel.
Note: This article is part of Morningstar's November 2016 Year-End Tax-Planning Guide special report. A version of this article appeared Sept. 22, 2016.
Christine Benz: Hi, I'm Christine Benz for Morningstar.com. We're coming into the fourth quarter, and that means mutual fund capital gains distribution season. Joining me to share some insights on this topic is Russ Kinnel. He is director of manager research for Morningstar.
Russel Kinnel has a position in the following securities mentioned above: AWSHX. Find out about Morningstar’s editorial policies.