Investopedia contributors come from a range of backgrounds, and over 25 years there have been thousands of expert writers and editors who have contributed. Thomas J. Brock is a CFA and CPA with more ...

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 ...

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 ...