Welcome to CapGainsValet

Delivering Capital Gain Distribution Estimates starting October 

Free Search (closed)

– 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 (closed)

– For serious mutual fund owners and investment professionals –

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


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%.


Want to know when 2020 information will be available? Are you having any problems with the site? Have a question, recommendation, comment, or information to share?  Please contact me.