Learn about capital gains, cost basis, qualified dividends, and more ...

The Investment Company Institute, SIFMA and other industry groups argue the bipartisan GROWTH Act would end "harmful double-effect" of surprise tax bills.

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 ...

^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 ...

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 ...

This press release is not for tax reporting purposes but is being provided to announce the amount of the Fund’s distributions. In early 2027, after definitive information is available, the Fund will ...

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 ...