In The Doghouse – 2018

Here is our 2018 list of funds with estimated distributions in excess of 20% of NAV.  About half of fund firms in my database have released their distribution estimates, so this list will continue to grow some from here.

It’s important to note that funds on this list are not necessarily poor quality, but these funds are worth a second look if you hold them in taxable accounts. Think twice before purchasing these in a taxable account before their distribution dates.

NOTE: Funds on this list do not necessarily represent all share classes. Always look at your specific fund before making any decisions.

Funds with estimated distributions higher than 30% of NAV:

Artisan International Small Cap
Columbia Multi-Manager Directional Alternative Strategies
Goldman Sachs Rising Dividend Growth
Goldman Sachs Strategic Growth
Harbor International (over 40%)
Loomis Sayles Small/Mid Cap Growth
Nationwide Diamond Hill Large Cap Concentrated (formerly Nationwide Large Cap Equity) (over 50%)
Nationwide WCM Focused Small Cap (formerly Nationwide HighMark Small Cap Core) (over 40%)
Nationwide Dynamic U.S Growth (formerly Nationwide Growth)
Neuberger Berman Greater China Equity
Pioneer Real Estate Shares
Principal Capital Appreciation
Principal LargeCap Growth (over 40%)
RiverPark Wedgewood (over 40%)
Transamerica Growth (big numbers, wide range)
Transamerica Mid Cap Growth (big numbers, wide range)
Victory Institutional Diversified Stock (over 60%)
Wells Fargo Disciplined Small Cap (over 40%).

Funds with estimated distributions higher than 20%:

Aberdeen Realty Income and Growth
AMG Frontier Small Cap Growth
Artisan Mid Cap
Calamos Global Equity
Delaware Select Growth
Delaware Small Cap Growth
Federated Max-Cap Index
Frost Mid Cap Equity
Goldman Sachs Capital Growth
Goldman Sachs Growth Opportunities
Goldman Sachs Technology Opportunities
Harbor Small Cap Growth
Hartford Small Cap Core
Invesco Global Market Neutral
John Hancock Technical Opportunities
J.P. Morgan Small Cap Blend
Kinetics Internet
MSIFT Mid Cap Growth
Nationwide Geneva Mid Cap Growth
Nationwide Small Cap Index
PGIM Jennison Mid-Cap Growth
PIMCO RAE Low Volatility PLUS International
Putnam Sustainable Future
Royce Smaller-Companies Growth
Royce Special Equity Multi-Cap
Russell U.S. Dynamic Equity
T. Rowe Price Science & Technology
Victory NewBridge Large Cap Growth
Voya Real Estate
Wells Fargo Traditional Small Cap Growth
William Blair Growth
William Blair Small-Mid Cap Value