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9 Facts About Mutual Fund Capital Gains

November 22, 2019

Debbie Carlson - November 21, 2019

Investors are likely to receive mutual fund capital gains distributions, along with a capital gains tax bill reflecting their profits – especially because of sizable gains in the S&P 500 this year. Capital gains can result because of rising share values and they can come from mutual fund dividends, which are profits companies share with stockholders. Mutual fund distributions are derived from net capital and can affect your tax cost. Tax laws require mutual fund companies to distribute net capital gains by the end of the year, usually based on gains realized through September or October. Here are nine facts to know about capital gains when it comes to mutual fund investing.


The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult with your financial advisor.
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