CapGainsValet.com – 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 more than 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%.
2021 Webinar
We presented Captial Gain Distributions: Tax Savings Strategies on the Financial Experts Network. In the webinar, we cover distribution basics, tax-saving strategies, 2021 predictions, and Q&A.
Contact
Can we help you this capital gain distribution season? Do you have any requests or comments to share? Reach out at any time.