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Capital-Gains Distributions Could Bring an Unexpected Tax Hit

Investors in some popular funds with distributions in excess of 10% and 20% are in for a nasty surprise. Here’s what to know if you own one or if you are. ....

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Battered mutual funds saddle investors with big capital gains

Many funds that are down double-digits this year will distribute capital gains to shareholders, with some as high as 40% or more of the net asset value of the portfolio. ....

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Battered Mutual Funds Saddle Investors With Big Capital Gains

Shareholders may have to pay tax even if their fund lost money this year. ....

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