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The table below provides capital gains estimates for funds that have an upcoming distribution scheduled. Capital Gains for Fidelity's equity and bond funds are generally paid after each fund's fiscal year end and/or at calendar year end.
September 2021 edited December 2021 in Fund Discussions. 'Tis that time of year again! Some preliminary estimates are now available. As in years past, please alphabetize your funds. To make it easier for readers post (new) next to your additions to differentiate it from your older existing posts.
Mutual funds generate capital gains and losses as they trade securities through out the year. Per IRS regulations, mutual funds must distribute their annual realized net capital gains to shareholders.
29 paź 2021 · Kinnel: By law, funds are required to distribute their net capital gains that they realize by the end of October each year. So, they have to distribute income, but they also have to...
20 cze 2024 · A capital gains distribution is the investor’s share of the proceeds of a fund’s sale of stocks and other assets. The investor must pay capital gains taxes on distributions whether...
A. As disclosed in the prospectus for each Fidelity mutual fund, all Fidelity mutual funds distribute capital gains (if necessary) at year-end (in December or late November) and certain Fidelity mutual funds make a second capital gain distribution during the year (between February and October).
11 lis 2021 · Each year, mutual funds, exchange-traded funds, and closed-end funds must distribute the net capital gains they realize from their portfolio trades. These distributions typically occur in...
