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Capital-Gains Distributions Could Bring an Unexpected Tax Hit

Published: November 22, 2023

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...

Source: marketwatch.com

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Which Popular Funds Could Hand Their Shareholders Big Tax Bills?

Published: October 27, 2023

What investors need to know about capital gains distribution estimates.

Source: morningstar.com

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United StatesFranklin Templeton ClearbridgeHermes KaufmannJanus HendersonMidcap Growth FundFirst Eagle Rising Dividend FundJohn HancockDiamond Hill Small Cap FundInvestment Company Of AmericaEaton VanceTechnology FundGrowth Fund Of AmericaInternational Intrinsic ValueFidelity Select Semiconductors PortfolioColumbia Real Estate FundMorningstar CategoriesLord AbbettAlger Capital AppreciationAmerican FundsGrowth FundFundamental InvestorsInvestment CompanyNew EconomyNew PerspectiveColumbia Threadneedle