In The Doghouse – 2024

Here is our 2024 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:

AllianceBernstein Growth (only C share class)
Allspring Growth (only C share class)
Allspring Premier Large Co Gr (only C share class)
American Century Disciplined Growth
AMG River Road Dividend All Cap Value Fund
Brown Advisory Growth Equity
Brown Capital Management Small Co
Columbia Seligman Tech & Info (only C share class)
Federated Hermes Kaufmann Large Cap 
Franklin Templeton ClearBridge Growth (only C share class)
Glenmede Quantitative U.S. Large Cap Growth Equity Portfolio
Lazard US Equity Concentrated Portfolio
MainStay Winslow Large Cap Growth 
Morgan Stanley MSIFT Dynamic Value Portfolio
New York Life MainStay Winslow Large Cap Growth A
Principal LargeCap Growth

Funds with estimated distributions higher than 20%:

Alger Capital Appreciation (only C share class)
Allspring Growth Fund
Allspring Large Cap Value Fund
Amundi Pioneer Equity
Amundi Select Mid Cap Growth
Amundi Pioneer Equity Income
Ariel Global
Aristotle/Saul Global Equity Fund
BNY Mellon International Equity Fund
Carillon Chartwell Small Cap Value Fund
Causeway Global Value
Columbia Seligman Global Tech (only C share class)
Delaware Ivy Science and Technology
Delaware Value Fund (only C share class)
DWS Science and Technology
Federated Hermes Kaufmann Large Cap Fund
Franklin Templeton ClearBridge Growth (only R share class)
Franklin Templeton Franklin Mutual Small-Mid Cap Value
Goldman Sachs Large Cap Core (only C share class)
Invesco Technology (only C share class)
John Hancock Classic Value Fund
John Hancock Global Thematic Opportunities Fund
JPMorgan Small Cap Equity (only C share class)
MassMutual S&P 500® Index Fund
Morgan Stanley MSIF Global Stars Portfolio
New York Life MainStay Winslow Large Cap Growth
Northern Funds Small Cap Value 
PGIM Jennison Health Sciences (only C share class)
Principal Funds MidCap Growth Fund III
Russell Inv Multifactor US Equity
SEI Dynamic Asset Allocation
Sterling Capital Small Cap Value
Virtus SGA International Growth Fund
William Blair Growth

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