More Money in Your Pocket? No Cap Gains for American Century® and Avantis® Equity ETFs
Active Exchange-Traded Funds (ETFs) have been garnering considerable attention, and their popularity is on the rise. They offer a compelling investment option due to their tax efficiency and lower costs than traditional mutual funds. They provide investors diversification with the flexibility of trading on a stock exchange while maintaining the benefits of professional fund management.
Actively Managing Taxes Efficiently
As of December 17, 2024, no American Century- or Avantis Investors-branded equity ETFs have distributed capital gains this year*.
This absence of capital gains distributions underscores our commitment to tax efficiency, reinvestment practices, and strategic fund management—all crucial aspects that can potentially enhance our ETFs' long-term performance and attractiveness.
Final distribution figures are available in the tax centers of American Century and Avantis Investors .
Distribution amounts may be affected by adjustments to:
Gain or loss amounts.
Certain tax laws are applicable only to excise and year-end distributions.
Redemptions in the funds and changes in the outstanding shares.
Visit Our Tax Centers to Get the Latest Information
The estimates provided are as of October 31. 2024. Keep In mind that market conditions, portfolio changes and/or changes in outstanding fund shares could affect these estimates substantially. In addition, there is a possibility that funds not listed above could be eligible to pay a capital gains distribution. This information Is not final and Is subject to change until the ex-dividend date.
Investment return and principal value of security investments will fluctuate. The value at the time of redemption may be more or less than the original cost. Past performance is no guarantee of future results.
IRS Circular 230 Disclosure: American Century Companies, Inc. and its affiliates do not provide tax advice. Accordingly, any discussion of U.S. tax matters contained herein (including any attachments) is not intended or written to be used, and cannot be used, in connection with the promotion, marketing or recommendation by anyone unaffiliated with American Century Companies, Inc. of any of the matters addressed herein or for the purpose of avoiding U.S. tax-related penalties.
This information is for educational purposes only and is not intended as tax advice. Please consult your tax advisor for more detailed information or for advice regarding your individual situation.
This material has been prepared for educational purposes only. It is not intended to provide, and should not be relied upon for, investment, accounting, legal or tax advice.
Exchange Traded Funds (ETFs): Foreside Fund Services, LLC - Distributor, not affiliated with American Century Investment Services, Inc.