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.
Possibly https://www.baincapitalcredit.com/
See this article:
https://www.bostonglobe.com/business/2017/04/03/bain-capital-debt-arm-manage-first-fund-for-small-investors/MegEbPMuVUOP0w7Ycq0PbL/story.html (paywall...see first three paragraphs of ar…
@Crash
I bought WAEMX before the market tanked in 2008 then sold it for a loss. Waited for some months and bought back into the fund when it was a lot less than $2.95 per share. It has a similar price structure to WAIOX and WAMVX. Keep in mind …
@gmarceau
DREGX is expected to close to new investors on 2/28/2020 from my earlier post, https://www.mutualfundobserver.com/discuss/discussion/55090/driehaus-emerging-markets-growth-fund-closing-to-new-investors-on-2-28-2020
https://www.sec.gov/A…
@dtconroe
I agree with Old_Skeet concerning the number of pages. The old CG post was an example of something too long. When it was first started, it was at least 15+ pages long; it was hard to navigate and to locate specific CG posts. There wer…
I own WMICX in taxable account for many years. Only in the last several years has the fund turned around and been on a tear. Expenses are high on most of their funds.
I have several of the funds listed in taxable and non-taxable accounts.
Here is the link:
https://www.sec.gov/Archives/edgar/data/1494928/000139834420000731/fp0049672_497.htm
497 1 fp0049672_497.htm
RiverPark Funds Trust
RiverPark Short Term High Yield Fund
Institutional Class (RPHIX)
Retail Class (RPHYX)
Supplem…
Found this old post by Junkster concerning HOBEX concerning MLPs in retirement accounts:
https://mutualfundobserver.com/discuss/discussion/comment/110225/#Comment_110225
Invesco Oppenheimer Real Estate Fund will be reorganized into Invesco Real Estate Fund, a series portfolio of AIM Investment Securities Funds (Invesco Investment Securities Funds).
See towards the bottom of this link:
https://www.sec.gov/Archives/…
@msf beat me to the punch (and no offense taken),
A recent SEC filing may shed some light:
https://www.sec.gov/Archives/edgar/data/1112996/000119312519313349/d849009d497k.htm
The reorganizations are expected to be consummated in or around April …
I agree that I don't want to turn over my personal information to obtain an annual report, which I did see on their website.
Here is a list of their holdings as of 9/30/19 (11/27/19 from the SEC filing) fwiw:
https://www.sec.gov/Archives/edgar/dat…
There is a "sustainable" page on Brown's website (not sure if it has the fund you are looking for though):
https://www.brownadvisory.com/us/investment-strategies
or try the SEC link I attached:
https://www.sec.gov/cgi-bin/series?ticker=biawx&…
Also affected: Gabelli ESG Fund, Inc.
The above verbiage applies to the Gabelli ESG Fund, Inc.
https://www.sec.gov/Archives/edgar/data/1391839/000119312519325039/d854762d497.htm
Here is the news release from Royce regarding being Partners:
https://www.royceinvest.com/news/2019/4Q19/royce-associates-lp-rebrands-as-royce-investment-partners
Found this tribute this morning from the funeral home:
https://www.hirschfuneralhome.com/tributes/Theodore-Didesch
Theodore J. Didesch
January 13, 1937 ~ December 9, 2019 (age 82)
Tribute
Theodore J. Didesch, Resident of Olympia Fields, U.S. …
Unfortunately, the links do get updated especially for those companies that post their numbers earlier rather than later with revisions. Sometimes I do update links when I notice their changes.
I've always had help with the CG posting. The CG post serves several purposes, one it advises investors for tax purposes and it is another item that draws attention to the Board among many reasons. Posters at M* attempted to start a CG post only l…
@dbryan2,
Here is a Forbes article link from 6/2018 concerning the fund:
https://www.forbes.com/sites/lcarrel/2018/06/28/plumb-balanced-fund-is-beating-the-sp-500/#6d8f90857743
I also have had positions in brokerages with less than the required minimum amount for years with no notice; however, I have had some MF positions with less than the required minimum amount when they eventually caught up with me after several years …
As a follow-up in supporting @msf's post,
Here is an excerpt from the 8/31/19 prospectus for Seafarer:
https://www.sec.gov/Archives/edgar/data/915802/000139834419015471/fp0044912_485bpos.htm
..."Small Account Balances / Mandatory Redemptions
If…
@syzygy
I am still waiting for 2019 IOFIX numbers, if any. Have not seen any 2019 numbers yet.
They have only 2016, 2017 and 2018 on their website.
I called BRUFX on Friday; no numbers yet also.
I have heard the same thing about logging into one's account. Matthews Asia has a requirement to log into more frequently (every 3 or 6 months) to keep your password active. Participating in proxy voting on issues will also suffice.
