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Archive Home > 2008 > November > 16 > Taxable distributions that may shock fund investors

Taxable distributions that may shock fund investors

By Dave Carpenter / The Bulletin
November 16, 2008

CHICAGO — Talk about kicking investors when they’re down.

A required year-end practice by mutual funds is about to whack many people with capital gains taxes at the cruelest of times: when funds already have declined by as much as 40 percent this year.

Even though a....

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Published daily in Bend, Oregon, by Western Communications, Inc. Copyright 2007.