A Rundown of Impending Mutual Fund Capital Gains Distributions
Which funds--and fund families--are dishing out big taxable distributions this year?
Are you looking for tips on improving your portfolio? As part of Morningstar.com's Portfolio Makeover Week in December, director of personal finance Christine Benz will be making over five real-life portfolios to show how investors of all stripes may streamline and upgrade their holdings. To be considered for a makeover, submit a request to firstname.lastname@example.org. Include a general description of your situation, including portfolio size, as well as your goals for the makeover. We will alert you if we decide to feature your portfolio on the site and will remove any personally identifying information in any published material.
Despite the U.S. stock market's multiyear run--thus far extended into 2016--equity mutual funds aren't making sizable capital gains distributions across the board later this year. But there are a handful of doozies.
Christine Benz does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.