If a fund has a gain in a security and then sells that security, it must distribute those capital gains to shareholders on record within its fiscal year. Even if you reinvest that distribution back ...

It’s that time of the year again: capital gains distribution season. Fund companies are required to give investors an idea of what their 2024 tax bills might look like by estimating how much their ...

If mutual funds sold securities and realized gains, those gains need to be distributed to shareholders of record. Those distributions usually occur in November and December. It’s hard to estimate how ...