Welcome to CapGainsValet

Delivering Capital Gain Distribution Estimates

Free Search

– For the light mutual fund owner –

Free Search provides simplified capital gains information for the largest mutual fund firms.  Start here as this may provide all the information you need.

Pro Search ($)

– For serious mutual fund owners and investment professionals –

Pro Search makes available capital gains estimates for over 250 fund firms.  Information is expanded to provide preliminary insight if estimates are not yet available.

 

Articles

Here you’ll find the our “Doghouse List” of funds that have estimated distributions over 20%.  You’ll also find several articles covering basic and intermediate capital gains trading strategies that could help reduce your tax bills.

Contact

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