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PKSAX from Virtus Funds, categorized as a mid-cap growth fund:
To answer @Old_Joe, there are four share classes: A, C, I and R6. A share class carries a front-end lo…
Here is the SEC filing concerning his departure. Notice the name of the "project" on top of the filing.
It used to state "fall out boy".
Noticed they just changed the…
The fund reopened January 3, 2023, after being closed since March 31, 2021.
https://www.kopernikglobal.com/sites/default/files/Kopernik Global All-Cap Fund - Soft Close Update November 2022_SEI - FINAL.pdf
I think the question has been answered above. I own FPA Queens Road Small Cap Value Fund I class since I owned its predecessor FPA Capital Fund. My broker has asked if I wanted to transfer my FPA account to them. I still keep the fund wit…
Email from T Rowe Price concerning the reopening:
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T. Rowe Price Log in to your account T. Rowe Price
Fund Name Ticker CUSIP
T. Rowe Price Emerging Markets Stock Fund – I…
Heard on the radio about SVB on the way home. Radio commentator made the distinction that SVB invests in venture capital while Silvergate Capital was investing in bitcoin. Investors did not make that distinction and threw out the baby with the bat…
1 tm238039d1_497.htm 497
CALAMOS® FAMILY OF FUNDS
CALAMOS INVESTMENT TRUST
Calamos Global Sustainable Equities Fund (the “Fund”)
JPMorgan Equity Focus Fund
You are correct. From the filing:
Driehaus Global Fund (formerly, Driehaus Emerging Markets Opportunities Fund) (the “Fund”) seeks to maximize capital appreciation.
I am disappointed as I own the Emerging Markets Opportunities Fund.
Bank of Princeton was to be acquired some years ago by Investors Bank in NJ; however, the deal fell through. Investors was later acquired by Citizen Financial Group early last year.
Earnings news release from the SEC website:
There is Hennessy Large Cap Financial and Small Cap Financial Funds.
If you don't mind a…
Fidelity CRE is really new to the scene. May be a while to find something on it. Did find DoubleLine has a registration filing for a commercial real estate ETF filed last month.
5% for 15 months with beginning deposit of only $50 with additional deposits is not bad.
Just got a family member into it yesterday. Just want to make sure you stay on top of the maturity date so it doesn't rollover into something with a mu…
I check DepositAccounts website routinely to see if any my credit unions are running any good short-term certificate deals:
NFCU seems to have some decent deals. Current deal from NFCU on DepositAccounts:
I have owned since it was the Pennsylvania Avenue Event-Driven Fund in 2008/2009. Since then, it was reorganized into Quaker Event Arbitrage Fund then moving to the Frank Funds. Since I have owned it when it was the Pennsylvania Avenue Event-Drive…
It is annoying as you are attempting to perform your year-end tax planning and retirement contributions, if you can.
I checked Riverpark's website. I have posted their final numbers as of December 19 in the list above.
Note the significant chan…
There were no dividends/ordinary income numbers in the link I posted earlier. However, PIMCO as other mutual fund families are paying dividends near the month's end. I am expecting several of my investments to pay dividends.
I checked the page in question and I reposted the link from Brown Capital. I cannot post the direct link to the distributions. You need to click the link I included above, then click on the "distributions" link under Key Documents heading.…
Each category of funds has a retail and institutional class. For example, Group A has the retail class and the I-class. It appears the first table of funds in each group is the retail class while the second table in each group is the I-clas…