Estimated Short Term Distribution

The Estimated Short 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 one year or less. These short-term gains are typically taxed at higher rates than long-term gains and arise from the fund's strategy of actively trading securities to capitalize on short-term price movements. The actual distribution may vary based on market conditions and the fund's trading activity.

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