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Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.

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BRLVX - I want my fund back !!!

Bridgeway Large Cap Value. It got taken over by American Beacon and I was grandfathered into institutional shares. So I kept it. Now I look at it on M*. The sucker seems to have become a fund of funds with a bunch of Invesco holdings.

http://portfolios.morningstar.com/fund/holdings?t=BRLVX&region=usa&culture=en-US

W T F ! ! !

Comments

  • They never told you? That doesn't sound good at all.
  • Nevermind, it would seem M* has messed up.
    http://www.americanbeaconfunds.com/downloads/factsheets/YAFC-FCT-1.pdf

    M* needs to be careful or they'll give someone a heart attack. Serves me right for trolling M*.
  • M* databases have been corrupted all day for some funds. For example, they have been showing Fidelity utility funds FIUIX and FSUTX funds with an all bond portfolio off and on today. Not the first time.

    One wonders what state their various databases might be in when they do their various aggregate calculations over fund data.
  • edited May 2014
    Looks like American Beacon has had the A Share Class (BWLAX) of this fund open since 02/06/2012. I have linked its M* report below.

    http://quotes.morningstar.com/fund/f?t=bwlax&region=USA

    I find this an interesting fund; and, I now have it under review and on my watch list.

    Old_Skeet
  • @VintageFreak "Serves me right for trolling M*"
    Perhaps, but I guess the self-reflection would suggest that maybe, just maybe, you were a bit more amped up and irritated about the Calamos debacle (and rightly so) than you were consciously acknowledging? It was a set-up; you were vulnerable.:) In these parts, the Native Americans would say this event was precipitated by Trickster Coyote, a spirit who finds it amusing to play games with people's heads when they get a little off-focused by something else.
  • Good too hear it was a M* issue and not the fund. M* seems to have a lot of issues. I don't use them.
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