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Estimates of Capital-Gains Distributions by Big Fund Firms

 

Return to: Ready for Some Tax Hits? Fall's the Season for Fund Distributions.

American Funds
Estimates as of Oct. 1
Fund Name Estimated Capital Gains Distribution (As Percentage of Net Asset Value)
1. The Investment Company of America 3% to 7%
2. Washington Mutual Investors Fund 8 to 12
3. The Growth Fund of America 8 to 12
4. EuroPacific Growth Fund 8 to 12
5. New Perspective Fund 8 to 12
6. Fundamental Investors 3 to 7
7. The Income Fund of America 3 to 7
8. SMALLCAP World Fund 8 to 12
9. The New Economy Fund 8 to 12
10. Capital World Growth and Income Fund 8 to 12
Source: Company's Web site.

American Century Funds
Estimates as of Oct. 31
Fund Name Estimated Capital Gains Distribution (Per Share)
1. Ultra $4.14
2. Growth 3.33
3. Select 2.84
4. Income & Growth ---
5. Vista 4.85
6. Giftrust 8.64
7. Equity Growth 1.26
8. Heritage 2.09
9. International Discovery 1.47
10. New Opportunities 2.49
Source: Company's Web site.
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