Search
Steve Coker, CFP
- Dec 3, 2018
- 2 min
What is a Capital Gain Distribution?
During the month of December mutual funds often make large cash distributions to shareholders based on the capital gains that were recognized during the year. These distributions can cause some large fluctuations in the daily price of the fund and can unnerve investors who simply look at the ‘daily change’ on the Schwab website. So, what are Capital Gain Distributions and why do they cause such significant swings in the price of the Mutual Fund? During the year mutual funds b
