After a strong year for the stock market, many mutual funds are expecting double-digit year-end capital gains payouts for 2025, according to Morningstar. That could trigger unexpected taxes for ...
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 ...
TORONTO, Dec. 18, 2025 (GLOBE NEWSWIRE) -- Purpose Investments Inc. (“Purpose”) today announced the final annual capital gain distributions for its open-end exchange-traded funds structured as mutual ...
The majority, and possibly all, of this distribution will be paid out of net investment income earned by the Fund. A portion of this distribution may come from net short-term realized capital gains or ...
^The fund has adopted a managed distribution plan. Under a managed distribution plan, to the extent that sufficient investment income is not available on a monthly basis, the fund will distribute long ...
Only 6% of US exchange-traded funds surveyed anticipated any capital gains distribution in 2025, and just 2% expected amounts above 1% of net asset value. The 10 largest distributions were mainly tied ...
The majority, and possibly all, of this distribution will be paid out of net investment income earned by the Fund. A portion of this distribution may come from net short-term realized capital gains or ...
Purpose Investments Inc. ('Purpose”) today announced the final annual capital gain and income distributions for its open-end ...
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