Announcements

September 3, 2024

Mark your calendar for year-end fund distributions

We’ll post 2024 fund distribution information in our online Tax Center as soon as it’s available.

The below dates are subject to change.

 

Date

Information will contain:

9/17/2024

Preliminary estimates of which funds are expected to pay a:

  • capital gain distribution
  • qualified dividend
  • income dividend that is classified as return of capital
     

When applicable, a percentage range of the anticipated amount will be provided.

12/6/2024

Updated estimates of which funds are expected to pay a:

  • capital gain distribution
  • income dividend
  • special dividend
  • qualified dividend
  • income dividend that is classified as return of capital
     

Where applicable, a percentage and/or per share range of the anticipated amount will be provided.

1/23/2025

A summary of final year-end:

  • capital gain distributions
  • special dividends
  • qualified dividends
  • fund(s) that had a portion of its income dividends classified as return of capital
     

To see year-end distribution amounts paid on the fund’s record dates, go to Historical distributions.

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