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.
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/
To those who are interested, I checked the Dodge and Cox website. The Emerging Markets Stock Fund is listed and has a link:
https://www.dodgeandcox.com/EMSF.asp
Accessing the link, It states the following:
"We anticipate opening the Dodge & …
From the email I received:
"Here is a link to Robert Gardiner’s Chairman Letter reflecting on 2020."
Robert Gardiner's letter was written on January 4, 2021 with the first sentence:
"Amidst the many challenges of 2020, Salt Lake City was hit with…
Here are some other explanations from Bloomberg and BusinessInsider:
https://www.bloomberg.com/news/articles/2020-12-28/cathie-wood-buys-back-option-that-had-threatened-control-of-ark
https://markets.businessinsider.com/news/stocks/cathie-wood-ret…
FPA Capital still needs more votes to ratify the fund merger. Meeting was adjourned to January 27, 2021.
https://www.sec.gov/Archives/edgar/data/99188/000110465920139878/tm2039435d1_defa14a.htm
Here is the fact sheet for the fund:
http://alphacentricfunds.com/funds/PrimeMeridian/FactSheet.pdf
From Alphacentric Fund's website:
https://alphacentricfunds.com/funds/PrimeMeridian/prospectus.pdf
https://alphacentricfunds.com/funds/PrimeMeri…
Here is something for both CEFs under "news" from November:
https://www.gabelli.com/funds/closed_ends/-123 (Bancroft)
https://www.gabelli.com/funds/closed_ends/-124 (Ellsworth)
Yes, M* has it categorized as a high yield bond fund, but it is not a high yield bond fund.
http://quotes.morningstar.com/chart/fund/chart?t=rphyx®ion=usa&culture=en_US
Here is a 2017 analysis by David concerning the fund:
https://www…
Here are some recent filings for the Causeway Concentrated Equity Fund:
https://www.sec.gov/Archives/edgar/data/1156906/000119312520282444/d37360d485bpos.htm
https://www.sec.gov/Archives/edgar/data/1156906/000119312520282629/d42144d497k.htm
Just received an email from GP which states:
December 17, 2020
Dear Fellow Investors,
We are announcing today that the Grandeur Peak Global Opportunities Fund (GPGIX/GPGOX) and Grandeur Peak International Opportunities Fund (GPIIX/GPIOX) (the "Fu…
Incidentally, Causeway launched a new fund: Causeway Concentrated
Equity Fund
https://www.causewaycap.com/wp-content/uploads/CCM-Launches-Causeway-Concentrated-Equity-Fund.pdf
On sort of a related note, check out the Berkshire Focus Fund (BFOCX). According to M*, turnover is 980%.
http://quotes.morningstar.com/chart/fund/chart?t=bfocx®ion=usa&culture=en_US
Permanent Portfolio Aggressive Portfolio has estimated a $10+ distribution; some of T. Rowe Price Funds (New Horizon and New America Growth) have estimated large distributions also. Grandeur Peak Micro Cap Fund has estimated a total payout of about…
