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Investors & landlords
When a mutual fund sells investments inside the fund, it realizes capital gains and losses. The fund could be selling investments that it has held for a long time with very significant gains. The investments sold could have even decreased during 2018, and have been sold for a large gain, nonetheless. It sounds like your fund had a fair amount of that. By law, mutual funds are required to distribute virtually all of the net capital gains (and dividends) to shareholders.
‎June 6, 2019
12:37 AM