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2025 Capital Gains Watchlist: The Biggest Estimated Distributions by Peer Group

Capital gains season is officially underway. December often brings one of the toughest client-facing challenges of the year: helping investors understand, and when possible, mitigate surprise distributions.

This is where CapGainsValet becomes invaluable inside YCharts. CapGainsValet aggregates capital gains estimates across thousands of mutual funds, normalizes them as a percentage of NAV, and surfaces the most tax-sensitive holdings in seconds. You can quickly screen for high-distribution funds, identify which clients hold them, and prepare tax-efficient alternatives or year-end talking points before distributions hit accounts.

Add Cap Gains Valet to your YCharts account to streamline tax-planning conversations and eliminate last-minute surprises.

Using YCharts Fund Screener and Comp Tables, we analyzed thousands of mutual funds to identify the highest estimated capital gains distributions heading into year-end. Our goal is to provide you with a clear snapshot of the funds with the largest potential tax impact, organized by peer group and distribution percentile.

These rankings break down capital gains exposure in two layers:

  1. Funds in the first percentile (the biggest estimated distributions as a % of NAV)
  2. High-level peer-group statistics, including the largest payer and the median

Because these tables were built entirely through YCharts tools, you can recreate and customize each list based on your firm’s needs, including filters such as 1-year outflows, trailing performance, or minimum AUM thresholds.

YCharts CapGainsValet screener displaying estimated short-term, long-term, and total capital gains distributions across funds, key data for capital gains tax planning.

View a Sample CapGainsValet Screen

Note: Some funds appear multiple times across tables due to NAV differences among share classes. Varying inception dates can create discrepancies in distribution percentages.

Funds in the First Percentile of Total Distributions

To start, here’s a look at the funds in the top 1% (92 funds) of estimated capital gains distributions, those with the largest projected tax impact relative to their NAV.

  • Biggest: Royce SMid-Cap Total Return Fund Investment (RDVIX) – 87.07%
  • Median: 28.33%
Table listing funds in the top 1% of estimated 2025 total capital gains distributions. Royce SMid-Cap Total Return Fund Investment leads with an estimated 87.07% payout. Median total distribution among the percentile is 28.33%

View the full list in Fund Screener

Large-Cap Mutual Funds Capital Gains

Large Growth

  • Biggest: NYLI Winslow Large Cap Growth Fund C (MLACX) – 66.46%
  • Median: 8.21%
Table showing estimated 2025 large-cap growth mutual fund distributions. NYLI Winslow Large Cap Growth Fund C has the highest estimated total distribution at 66.46%. Median distribution across the group is 8.21%.

View the full list in a Comp Table

Large Core

  • Biggest: Jensen Quality Growth Fund Y (JENYX) – 36.76%
  • Median: 6.62%
Table outlining estimated 2025 large-cap core fund distributions, including long-term and short-term capital gains percentages. Jensen Quality Growth Fund Y leads with an estimated 36.76% total distribution. Median distribution is 6.62%.

View the full list in a Comp Table

Large Value

  • Biggest: ClearBridge Large Cap Value Fund I (SAIFX) – 12.73%
  • Median: 4.82%
Table listing estimated 2025 large-cap value mutual fund distributions. ClearBridge Large Cap Value Fund I shows the highest estimated total distribution at 12.73%. Median distribution is 4.82%.

View the full list in a Comp Table

Multi-Cap Mutual Funds Capital Gains

Multi Growth

  • Biggest: Brown Advisory Growth Equity Fund Investor (BIAGX) – 43.13%
  • Median: 5.75%
Table showing estimated 2025 multi-cap growth fund distributions. Brown Advisory Growth Equity Fund Investor ranks highest with a 43.13% estimated total distribution. Median payout for the category is 5.75%.

View the full list in a Comp Table

Multi Core

  • Biggest: AB Sustainable US Thematic Portfolio Advisor (FFTYX) – 54.41%
  • Median: 3.89%
Table showing estimated 2025 multi-cap core fund distributions by symbol and share class. AB Sustainable US Thematic Portfolio Advisor leads with a 54.41% estimated total distribution. Median distribution across the peer group is 3.89%.

View the full list in a Comp Table

Multi Value

  • Biggest: Columbia Integrated Large Cap Value Fund A (ILVBX) – 32.09%
  • Median: 6.46%
Table displaying estimated 2025 multi-cap value fund distributions. Includes total, long-term, and short-term capital gains percentages, with Columbia Integrated Large Cap Value Fund A showing the highest estimated payout at 32.09%. Median distribution is 6.46%.”

View the full list in a Comp Table

Equity Income

  • Biggest: John Hancock Equity Income Fund A (JHEIX) – 35.57%
  • Median: 6.41%
Table showing estimated 2025 equity income fund distributions, including total, long-term, and short-term capital gains percentages by share class. Highlights John Hancock and Sterling Capital funds with a maximum estimated total distribution of 35.57% and a median of 6.41%.

View the full list in a Comp Table

Mid-Cap Mutual Funds Capital Gains

Mid Growth

  • Biggest: BNY Mellon Small/Mid Cap Growth Fund C (DBMCX) – 40.72%
  • Median: 9.02%
Table listing estimated 2025 mid-cap growth fund distributions. BNY Mellon Small/Mid Cap Growth Fund C records the highest estimated distribution at 40.72%. Median distribution is 9.02%.

View the full list in a Comp Table

Mid Core

  • Biggest: Natixis Vaughan Nelson Mid Cap Fund Y (VNVYX) – 20.89%
  • Median: 5.10%
Table showing estimated 2025 mid-cap core fund distributions. Natixis Vaughan Nelson Mid Cap Fund Y ranks highest with a 20.89% estimated total distribution. Median distribution is 5.10%.

View the full list in a Comp Table

Mid Value

  • Biggest: Transamerica Mid Cap Value Opportunities I (MVTIX) – 14.21%
  • Median: 6.54%
Table displaying estimated 2025 mid-cap value fund distributions. Transamerica Mid Cap Value Opportunities I posts the highest estimated distribution at 14.21%. Median distribution is 6.54%.

View the full list in a Comp Table

Small-Cap Mutual Funds Capital Gains

Small Growth

  • Biggest: ClearBridge Small Cap Growth Fund R (LMPOX) – 28.38%
  • Median: 5.16%
Table showing estimated 2025 small-cap growth fund distributions. ClearBridge Small Cap Growth Fund R leads the category with an estimated 28.38% total distribution. Median is 5.16%.

View the full list in a Comp Table

Small Core

  • Biggest: Royce SMid-Cap Total Return Fund Investment (RDVIX) – 87.07%
  • Median: 5.20%
Table listing estimated 2025 small-cap core fund distributions. Royce SMid-Cap Total Return Fund Investment shows the top estimated payout at 87.07%. Median distribution is 5.20%

View the full list in a Comp Table

Small Value

  • Biggest: Northern Small Cap Value Fund (NOSGX) – 30.41%
  • Median: 4.04%
Table outlining estimated 2025 small-cap value fund distributions. Northern Small Cap Value Fund ranks highest at 30.41% total estimated distribution. Median distribution across the group is 4.04%.

View the full list in a Comp Table

International Mutual Funds Capital Gains

International Large-Cap Core

  • Biggest: Morgan Stanley Inst Intl Equity Portfolio I (MSIQX) – 29.54%
  • Median: 2.23%
Table displaying estimated 2025 international large-cap core fund distributions. Morgan Stanley Institutional Intl Equity Portfolio I shows the highest estimated total distribution at 29.54%. Median distribution is 2.23%.

View the full list in a Comp Table

International Large-Cap Growth

  • Biggest: Artisan International Fund Adv (APDIX) – 19.9%
  • Median: 3.81%
Table showing estimated 2025 international large-cap growth fund distributions. Artisan International Fund share classes lead with a 19.90% estimated total distribution. Median payout is 3.81%.

View the full list in a Comp Table

Final Thoughts

Capital gains season is always a stressful period for advisors and clients alike. But with CapGainsValet in YCharts, and early visibility into potential exposures, you can reduce unwelcome surprises, proactively manage client communications, and position tax-efficient alternatives well before distributions hit accounts.

Every list above was built in minutes using YCharts Fund Screener and Comp Tables. With CapGainsValet added to your account, you can take this work a step further by analyzing exposure at the household or portfolio level, perfect for year-end planning and client meetings.

Whenever you’re ready, there are 3 ways YCharts can help you:

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