mutual fund capital gains distributions

CapGainsValet Offers Free Information for Financial Advisors, Helps Advisors Make Better Buy/Sell Decisions


This year looks like it will be a huge year for mutual fund capital gains distributions – and CapGainsValet wants to help. Deferring purchases until after a fund distribution, selling a fund before its distribution, or (in some cases) selling after the fund makes its distribution are all strategies that are worth considering when distribution percentages are large. But finding this information can be time consuming.

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