Mutual Fund Capital Gains Taxes Could Be a Handful

Investors in actively managed mutual funds could be facing significant capital gains distributions in 2021 ... and thus capital gains taxes.

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After years of raging bull market conditions, many Americans will be sitting on large unrealized capital gains in their mutual fund portfolios.

That's a good thing, of course, but those gains do carry significant tax risks. And they are risks you can't necessarily control.

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Charles Lewis Sizemore, CFA
Contributing Writer,

Charles Lewis Sizemore, CFA is the Chief Investment Officer of Sizemore Capital Management LLC, a registered investment advisor based in Dallas, Texas, where he specializes in dividend-focused portfolios and in building alternative allocations with minimal correlation to the stock market.