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 insights if estimates are not yet available.

 

Articles

Here you’ll find articles that range from the basics of capital gains distributions to advanced strategies for reducing the tax impact of these distributions.  You’ll also find our “Doghouse List” of funds that have estimated distributions over 20%.

Contact

Want to learn more about me and why I created CapGainsValet?  Have a question, comment, or information to share?  Please contact me.