CapGainsValet.com – Delivering Capital Gain Distribution Estimates (in October 2021)
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.
Articles
Here you’ll find articles that range from the basics of capital gains distributions to advanced strategies. You’ll also find our “Doghouse List” of funds that have estimated distributions over 20%.
2020 Webinar
We presented Captial Gain Distributions: Tax Savings Strategies on the Financial Experts Network. In the webinar, we cover distribution basics, tax-saving strategies, 2020 predictions, and Q&A.
Contact
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