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@JonGaltIII
PDFDX is sketchy at best. The fund has been around for many years. It previously invested in micro cap stocks; now it invests in micro cap health & biotech companies.
Caveat Emptor...
update:
information received on an email from Matthews today:
SHAREHOLDER NOTIFICATION
Matthews Asia Funds
Dear Emerging Asia Fund Shareholder,
As you are aware, the Matthews Asia Funds Board of Trustees has approved the Reorganization of …
@msf posted:
Not to be confused with PRRXX, Government Money Fund.
"The fund is only available as an investment option for variable annuity and variable life insurance contracts."
https://www.troweprice.com/literature/public/country/us/language/e…
update:
https://www.sec.gov/Archives/edgar/data/1199046/000139834421006921/fp0063764_497.htm
497 1 fp0063764_497.htm
SELECTIVE OPPORTUNITY FUND
Supplement to the Prospectus
and
Statement of Additional Information
dated April 29, 2020
Supplement …
I agree with Hank on having different colors. Some of my best performing funds so far are BRSIX, BRUSX, WMICX, WAMVX, WSCVX, EVDAX (no load grandfathered) and BIVRX.
Here is some information:
Proxy:
https://www.sec.gov/Archives/edgar/data/1722478/000172247821000006/ppm-pre14a_010621.htm
Prospectus from 2020:
https://www.sec.gov/Archives/edgar/data/1722478/000172247820000010/ppmfundsprospectus_043020.htm
Saw this but I thought the fund had been around for awhile.
https://www.sec.gov/ix?doc=/Archives/edgar/data/313212/000174177321000701/c497.htm
https://www.sec.gov/Archives/edgar/data/313212/000174177321000699/c497k.htm
Here is M*'s fund screener. Check the drop down box for "allocation" types. Once the funds populate, you can click the arrows under YTD return to sort from high to low or low to high.
https://www.morningstar.com/funds/screener-rank
Morningstar article on what the closure means to IVA shareholders:
https://www.morningstar.com/articles/1029000/what-ivas-unusual-move-means-for-its-fund-shareholders
Concerning M* and BRSVX, the link below indicates that Gamestop was BRSVX's largest holding, at 1.96%; I believe it is based on 3/12/21 figures. The link indicates also that the Gamestop position was up on 1303.93% since it was first purchased 9/30/…
I picked US News as only an example that supported some of the SCV funds identified above. I could have picked another example such as:
https://mutualfunds.com/equity-categories/us-small-cap-value-equity-funds-and-etfs/
or something else for that…
I do, it just depends on what your long/short term objective is. I owned PVFIX prior to 2010 and it never did stellar, probably mediocre at best. This year has probably been its best year in years. The manager used to work at Royce Funds.
Plus, …
Here is US News' rankings of small cap value funds:
https://money.usnews.com/funds/mutual-funds/rankings/small-value
BRSIX is #2
BRSVX is #5
RYPNX is #6
QRSVX is #14
NSMVX is #21
PZISX is #29
PVFIX is #36
RYSEX is #38
LSVQX is #39
NSDVX is #48
TH…
I used to own PVFIX for many years almost since inception, but sold it this year to use the proceeds to acquire LLSCX. The fund is definitely a SCV fund but it used to hold a lot of cash and was very conservative.
BRSIX has done well with the sm…
update:
https://www.sec.gov/Archives/edgar/data/1032423/000103242321000063/cchysupplement-03052021.htm
497 1 cchysupplement-03052021.htm 497
DIAMOND HILL FUNDS
Diamond Hill Corporate Credit Fund
Diamond Hill High Yield Fund
(All Share Classes)
…
update:
https://www.sec.gov/Archives/edgar/data/891079/000119312521065141/d128745d497.htm
497 1 d128745d497.htm HIGHLAND FUNDS II
HIGHLAND FUNDS II
Highland Socially Responsible Equity Fund
Supplement dated March 2, 2021 to the Summary Prospectu…
update to institutional shares (GCMFX, GNMFX):
https://www.sec.gov/Archives/edgar/data/810893/000119312521062769/d124234d497.htm
497 1 d124234d497.htm 497
PIMCO Funds
Supplement dated March 1, 2021 to the Municipal Value Funds Prospectus (the “Pr…
@fundly,
If you do a search on the list of MFs available through Firstrade, using Advisors Inner Circle, the fund does not come up under Advisors Inner Circle family. It only comes up when you try to buy/purchase the fund which is peculiar.
Thi…
I suggest you you log in and go into the trade screen and punch in the fund family to see if you can purchase the fund. It does not come up as being available to be purchased.
Follow-up articles on the etf:
https://www.etftrends.com/humankind-investments-launches-first-sustainable-etf-hknd/
https://finance.yahoo.com/finance/news/humankind-investments-launches-first-sustainable-143000573.html
One of the individuals used to work at Vanguard.
James Katz - Chief Executive Officer and Chief Compliance Officer, Humankind Investments LLC (since 2019); Quantitative Equity Analyst, Data Scientist, Vanguard (2016-2018)
