Estimated Distributions Calculator

Don't let tax time catch you off guard. Review initial distribution estimates for many of our funds. For your non-retirement accounts, these numbers can help you gauge the income and capital gains that appear on your Form 1099-DIV in late January (mid-February for real estate funds). Please keep in mind that amounts are estimates and may vary from the actual distributions.

Dividend income estimates for income funds that declare distributions daily are not generally listed, although they may pay distributions. In addition, some stock funds in the chart may show no estimated distributions at this time. However, please keep in mind that this may change.

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.

As of October 30, 2020

Estimated Distribution Calculator

Funds

Shares owned

Please choose at least 1 fund and enter the number of shares.

Estimated Distributions for 2020
Fund name No. shares Ordinary Income Per Share3 Total ordinary income Ordinary Income Pay Date Short-Term Capital Gain Per Share Total Short-Term Gain Long-Term Capital Gain Per Share Total Long-Term Gain Capital Gain Pay Date4

Note: Money market funds declare dividends daily and distribute income monthly. These funds are expected to make only regular monthly income distributions on December 31, 2020, and are not listed above.

Regulations regarding distributions can be complex, and there are several methods for managing your tax liability. Please consult a tax advisor about your particular circumstances. You also may obtain helpful information by calling the Internal Revenue Service at 1-800-829-1040 or visiting https://www.irs.gov .

3 The estimates in this chart do not reflect calculations for Qualified Dividends. However, those calculations, if applicable, will appear on Form 1099-DIV sent in late January 2021.

4 Per-share distributions are paid to investors who are shareholders of record with American Century Investments the business day before the payable date.