Year - end mutual fund distributions
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Double-digit mutual fund payouts are coming — how to avoid the tax hit
CNBC· 2025-11-06 22:47
LAS VEGAS — As 2025 winds down, many investors are bracing for year-end mutual fund distributions, which can trigger a hefty tax bill for assets held in a taxable brokerage account. But there are strategies to avoid the payout, experts say. For 2025, "you've got some pretty eye-watering numbers," with some funds planning to distribute double-digit capital gains, said Brandon Clark, director of exchange-traded funds for asset management firm Federated Hermes. After another strong year for the stock market, ...