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Follow-up article:
https://finance.yahoo.com/news/bronstein-gewirtz-grossman-llc-notifies-163500375.html
The fund's closure was noted on this board:
https://www.mutualfundobserver.com/discuss/discussion/57518/infinity-q-diversified-alpha-fund-to-…
After doing some digging, I did find some old disks. It was prior to 2011. I used H&R Block TaxCut in 2008 and H&R Block AtHome in 2009. I learned my lesson; I will only purchase TurboTax from now on.
I have never had a problem with the updates on either software application. The last time I used the H&R Block software (TaxAct?), the software kept crashing (no pun) every time I tried to populate the State form with the reported amounts. I e…
I used to use H&R Block tax software some years ago. I think I entered too many items (dividend reinvestment plans) and the software crashed. I had to re-enter the information three times and each time the software crashed when I tried to move…
Fund has been around for years but has had a lackluster performance. Fund changed its investment style from domestic micro cap fund to predominately health/biotech micro/small cap fund.
Website states that management would close the fund when it g…
Not to hijack the Fidelity Select medical fund theme which I have some positions in, but I've been watching PDFDX which was originally a US based microcap fund now a small cap biotech fund. Still pricey, but the fund is gathering AUM.
@Derf
I thought several of the funds were going to be "hard closed" to all investors. After reading the footnotes, it appears that the funds are closing primarily through financial intermediaries. This should signal to potential investors/existin…
I did receive my 1099 concerning IOFIX; my shares are held with the transfer agent; not a brokerage.
We receive a Form 2439 (Notice to Shareholder of Undistributed Long-Term Capital Gains) for the same company; one is from the transfer agent an…
follow-up:
https://www.sec.gov/Archives/edgar/data/1545440/000139834421003462/fp0062438_497.htm
497 1 fp0062438_497.htm
February 16, 2021
KARNER BLUE BIODIVERSITY IMPACT FUND
Investor Class (KAIAX)
Institutional Class (KAIIX)
ButterflyTM Class (…
Just received an email from GP. Here is the email:
February 12, 2021
Dear Fellow Shareholders,
With the continued strength of global markets and the performance of the Grandeur Peak Funds, we find it necessary to announce the following fund clos…
updated:
https://www.sec.gov/Archives/edgar/data/915802/000139834421003133/fp0062314_497.htm
497 1 fp0062314_497.htm
FINANCIAL INVESTORS TRUST
Emerald Small Cap Value Fund
(the “Fund”)
Supplement dated February 12, 2021
to the Fund’s Prospectus …
Thanks for the update! I had been checking the EDGAR database looking for the proxy results. I noticed that FPA dropped FPA Capital from its "Fund Pricing" so I suspected that the merger had been approved. My FPPTX has been converted to QRSIX; my…
I used to own USNQX and sold it to purchase an interest in NASDX. I have owned NASDX for several years. I have more than doubled my investment since I have purchased it.
MERFX will now by owned by Virtus Investment Partners based on the other post.
https://www.mutualfundobserver.com/discuss/discussion/57672/westchester-capital-management-llc-merger-with-virtus-investment-partners-inc
Thanks for the clarification. My condolences to his family and friends.
Just received an email from GP concerning him:
February 1, 2021
Dear Fellow Investors,
It is with great sadness that we announce the death of our dear friend and colleague…
@Derf,
It appears that enough FPA shareholders approved the merger. Found this filing by Bragg Capital this morning:
https://www.sec.gov/Archives/edgar/data/1170611/000110465921009595/a21-4366_1497.htm
Here is footnote concerning the merger:
".…
update:
https://www.sec.gov/Archives/edgar/data/915802/000139834421001868/fp0061770_497.htm
497 1 fp0061770_497.htm
FINANCIAL INVESTORS TRUST
Emerald Small Cap Value Fund
(the “Fund”)
Supplement dated January 29, 2021
to the Fund’s
Prospect…
@Derf.
Maybe Scruggs is holding cash looking for an opportunity where small caps pull back so he can pull the trigger to make some purchases after the long run up? Maybe today is the day?
Hopefully, FPA Capital and Queens Road Small Cap Value will merge finally provided they receive enough shareholder votes ratifying the merger. The shareholder meeting, adjourned several times for not receiving enough approval votes, is tomorrow.
Here is a email that I received from T Rowe Price:
Important: T. Rowe Price Blue Chip Growth Fund and T. Rowe Price Blue Chip Growth ETF Portfolio Management Updates
We are writing to inform you that Larry Puglia portfolio manager of the US Large…
T. Rowe Price Blue Chip Growth ETF
https://www.sec.gov/Archives/edgar/data/1795351/000174177321000034/c497.htm
497 1 c497.htm
T. Rowe Price Blue Chip Growth ETF
Supplement to Prospectus Dated June 23, 2020
In section 1, the portfolio manager tabl…
@newgirl,
Just because a fund is closed with a brokerage, but is available to be purchased directly from the fund's transfer agent does not mean it cannot be purchased. You can purchase a couple of the Wasatch funds directly from Wasatch then tran…
Here are some follow-up articles:
https://www.prnewswire.com/news-releases/vanguard-announces-plans-to-launch-ultra-short-bond-etf-301211134.html
https://investornews.vanguard/vanguard-plans-to-add-ultra-short-bond-etf-to-lineup/
