Estimated Long Term Distribution

The Estimated Long Term Distribution refers to the projected amount of capital gains that a mutual fund or investment is expected to distribute to its shareholders from the sale of assets held for more than one year. These long-term gains are typically taxed at a lower rate than short-term gains and result from the fund's holding securities over extended periods before selling them at a profit. The actual distribution may vary based on market performance and asset sales.

Estimated Long Term 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 Long Term Distribution from our capital gains estimate data provider, CapGainsValet.