In The Doghouse – 2020

Here is our 2020 list of funds with estimated distributions in excess of 20% of NAV.  We are only getting started so stay tuned.

Funds with estimated distributions higher than 30% of NAV:

AMG Managers Fairpointe Mid Cap
Lord Abbett Micro Cap Growth

Funds with estimated distributions higher than 20%:

Federated Hermes Max-Cap Index
JP Morgan U.S. Large Cap Core Plus
Templeton China World 
Victory RS Select Growth
Victory RS Small Cap Equity 
Voya Corporate Leaders 100

 

 

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

 

 

 

 

 

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