In The Doghouse – 2023

Here is our 2023 list of funds with estimated distributions higher than 20% of NAV.  We are just getting started with this year’s searches.  Come back to see the list grow.


Funds with estimated distributions higher than 30% of NAV:

Aristotle Small/Mid Cap Equity Fund
BNY Mellon U.S. Equity Fund
Lazard US Equity Concentrated Portfolio (40%+)
Sterling Capital Small Cap Value Fund
Sterling Capital SMID Opportunities Fund

Funds with estimated distributions higher than 20%:

Allspring Premier Large Company Growth Fund
Boston Partners Long/Short Equity Fund
Columbia Real Estate Equity Fund
Delaware Ivy Value Fund
Diamond Hill Small Cap Fund
DWS Equity 500 Index Fund
Federated Hermes Kaufmann Large Cap Fund
Federated Hermes Max-Cap Index Fund
Hennessy Focused Fund
JP Morgan Tax Aware Equity Fund
Loomis Sayles Small Cap Value Fund
MassMutual Blue Chip Growth Fund
MassMutual Global Fund
Natixis U.S. Equity Opportunities Fund
TIAA-CREF Growth & Income Fund
Victory THB US Small Opportunities Fund

 

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