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Rating:WSJ Looks at the Bright Side of 2008's Market Downturn Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, November 30, 2009

WSJ Looks at the Bright Side of 2008's Market Downturn

by: Armie Margaret Lee

In the Monday edition of the Wall Street Journal Fund Track column, Daisy Maxey notes that several funds expect to pay out minimal capital-gains distributions this year as many funds are able to offset 2009 gains with 2008 losses. Maxey cites numbers from Morningstar showing that out of the the 25 biggest funds, 15 had negative capital-gains exposure as of October 28.

Among those that do not anticipate making any capital-gains distributions are Dodge & Cox Funds and Longleaf Partners. For its part, Osterweis Capital Management sees zero or minimal distributions. Meanwhile, T. Rowe Price and Fidelity said they anticipate that just a few of their funds will make small distributions.

A Vanguard spokesperson told Maxey that the firm anticipates that eight of its bond offerings and two of its equity funds will pay out capital-gains distributions.

Of the top 25 funds, four had slightly higher potential gains exposure. The list includes American Funds EuroPacific Fund and Vanguard 500 Index Investor Fund

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