A new analysis reveals the structural flaw costing mutual fund investors billions in unnecessary taxes every single year.

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 ...

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 ...

^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 ...

*Cash distribution per unit ($) amounts are USD for ZJK.U, ZPR.U, ZIC.U, ZUAG.U, ZUP.U, ZWB.U, ZMI.U, ZPAY.U, ZUS.U, ZUCM.U, ZDY.U, ZWH.U, ZPW.U, ZAAA.U, and ZBBZ.U ...

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 ...

Lysander Funds Limited ("Lysander") announces the March 2026 cash distributions for the ETF series units of Lysander-Canso U.S. Corporate Value Bond Fund (USD) ("ETF Series"). The unitholders of ...

You may think you are spread out, but a large part of your account may still rise and fall with the same few names.

Dynamic today announced the March 2026 cash distributions for the Dynamic Active ETFs and ETF series units of certain Dynamic funds (ETF Series) listed on the ...