Estimated Income Distribution

The Estimated Income Distribution refers to the projected amount of income, such as interest or dividends, that a mutual fund or investment is expected to pay to its shareholders on the next payment date. This estimate is typically provided by the fund in advance and includes income generated from the fund’s underlying investments, such as bonds or dividend-paying stocks. The actual distribution may vary depending on market conditions, interest rates, and the performance of the fund’s investments.

Estimated Income Distribution is available in dollars and percent of NAV. It will be the high estimate if the fund firm gives a range. YCharts receives Estimated Income Distribution from our capital gains estimate data provider, CapGainsValet.