In The Doghouse – 2020

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Here is our 2020 list of funds with estimated distributions in excess of 20% of NAV.  At this point, we expect this list to be pretty complete for this year.

Funds with estimated distributions higher than 30% of NAV:

Baillie Gifford International Concentrated Growth Equities (huge!)
BMO Mid-Cap Growth (huge!)
Boston Partners Long/Short Equity
Lord Abbett Micro Cap Growth
Monetta Core Growth
RiverPark/Wedgewood Fund

Funds with estimated distributions higher than 20%:

AMG Managers Brandywine Blue
Bridgeway Blue Chip Fund
Calamos Growth
ClearBridge Aggressive Growth
Delaware Select Growth (surprise distribution in October)
Federated Hermes Max-Cap Index
Gabelli Small Cap Growth
Harbor Emerging Markets Equity
Hennessy Focus
JP Morgan U.S. Large Cap Core Plus
PGIM Jennison Mid-Cap Growth
PGIM QMA Stock Index
PIMCO Long-Term Real Return
RBC Small Cap Core
T. Rowe Price Real Estate
Templeton China World 
Value Line Select Growth
Victory RS Select Growth
Victory RS Small Cap Equity 
Voya Corporate Leaders 100
Wells Fargo Emerging Growth

 

 

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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