Capital Gains Distributions

Mutual fund investors can incur capital gains taxes even if they don't sell any shares. That happens when the fund itself has sold appreciated holdings and realized a gain; in turn, the fund is required to distribute those gains to shareholders, who in turn must pay taxes on them.

With access to a database of over 7,000 mutual funds’ and ETFs’ capital gains distribution estimates, we can identify potential tax savings in a matter of seconds.



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