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This is not the first time this fund has done this:
https://www.sec.gov/Archives/edgar/data/1650149/000089418918006607/spt-equable_497e.htm
Equable Shares Small Cap Fund (Series 1)
(Class I EQSIX)
A Series of Series Portfolios Trust
December 3,…
updated again 7/2:
https://www.sec.gov/Archives/edgar/data/1486174/000143510919000310/chou497.htm
497 1 chou497.htm
CHOU AMERICA MUTUAL FUNDS
Chou Opportunity Fund (CHOEX)
Chou Income Fund (CHOIX)
Supplement dated July 2, 2019 to the Prospe…
@David_Snowball,
Thank you and thanks to you, Chip, and the countless efforts of others, and of course the posters for making the Board what it is today!
Updated again:
https://www.sec.gov/Archives/edgar/data/1486174/000143510919000308/chou_497e.htm
497 1 chou_497e.htm
CHOU AMERICA MUTUAL FUNDS
Chou Opportunity Fund (CHOEX)
Chou Income Fund (CHOIX)
Supplement dated July 1, 2019 to the Prospe…
Briefly, from what I saw it is ultra-high investment amount which is higher than institutional class. They can call it whatever they want since it is their mutual funds.
Minimum Initial Investment
For the Investor Class, the minimum initial inv…
Just found this Bottomline Personal article written by David (sorry if this was already posted earlier).
https://bottomlineinc.com/money/mutual-funds-etfs/these-attractive-funds-focus-on-overlooked-midcap-stocks
Update:
https://www.sec.gov/Archives/edgar/data/1486174/000143510919000266/chou497.htm
497 1 chou497.htm
CHOU AMERICA MUTUAL FUNDS
Supplement dated June 12, 2019 to the Prospectus dated May 1, 2019, as supplemented
On June 5, 2019, the Board …
I forgot that David wrote an assessment of the Low Duration High Yield Fund.
https://www.mutualfundobserver.com/2018/02/launch-alert-crossingbridge-low-duration-high-yield-cbldx/
@msf,
I stand corrected; I should have said that it was not exactly the same, but has the same manager as RPHYX and similar investment philosophy.
I found the summary prospectus from the Crossingbridge Funds website. Institutional class is $250…
I thought RPHYX was open on a limited basis?
From the 1/28/19 summary prospectus,
https://www.sec.gov/Archives/edgar/data/1494928/000139834419001751/fp0038745_497k.htm
The Fund is currently available for sale on a limited basis. The following gro…
I was looking at some of the other Madison Funds:High Income and Covered Call & Income Funds. I have already called to see if I would be grandfathered to buy other "Y" class funds for less than $25K. Too early to get all the details.
Basically…
https://www.sec.gov/Archives/edgar/data/1040612/000104061219000058/madisonsmallcapprospsupple.htm
Madison Funds
Supplement dated May 22, 2019
This Supplement amends the Prospectus of the Madison Funds and the Summary Prospectus
for the Madison S…
https://www.sec.gov/Archives/edgar/data/787623/000119312519148019/d751316d497.htm
Update:
497 1 d751316d497.htm TRANSAMERICA MULTI-CAP GROWTH FUND
TRANSAMERICA FUNDS
Supplement to the Currently Effective Prospectuses, Summary Prospectuses and …
Incidentally, both the focus and focus-plus strategy funds also reopened.
Vulcan Value Partners Focus
Vulcan Value Partners Focus Plus
https://www.pionline.com/article/20190418/ONLINE/190419831/vulcan-value-partners-reopens-large-cap-equity-strate…
Purchased MSCFX after it made 2018 distributions. It is a small cap core fund. Also have PRDSX being a quant fund for growth.
If you don't care about expenses, WMICX (small cap core) has been on a tear the last several years.
After December 31, there was a message that it would be no longer available. There would be a modified version available to online subscribers, but not to the general masses.
Here is the link from GP. It reads as if a "hard close" except to existing investors only.
https://www.grandeurpeakglobal.com/documents/grandeurpeakglobal-pr-20190329.pdf
After thinking about this, this may be the annual filing listing the same information as last year like @Ted mentioned. It just serves as a reminder that the fund is available directly through Vanguard.
This was a private fund before it became a mutual fund (from SEC registration filing):
https://www.sec.gov/Archives/edgar/data/29440/000119312514047900/d647972d485apos.htm#toc152158_1g
A private fund managed and funded by Dodge & Cox was reorg…
As a side note, the small cap fund is/was managed by Frank L. Susteric who was withTurner Funds who ran its Emerging Growth Fund/Micro Cap Fund.
My guess is the non-compete contract that was signed when Chartwell acquired Berwin Funds ended as so d…
This is a peculiar explanation:
"Based on the recommendation of the adviser and given the Fund’s anticipated future expense, the Board has determined that liquidating the Fund would be in the best interests of the Fund and its shareholders."
Unfortunately, PRIDX is closed to new investors.
https://www.sec.gov/Archives/edgar/data/313212/000031321218000042/idfpta-march11.htm
Purchase and Sale of Fund Shares
Effective at the close of the New York Stock Exchange on Monday, April 2, 2018,…
Yes, those admiral classes of index funds (some newly created) will be accessible for $3K to normal investors are listed above. I converted my investor class 500 index fund (VFINX) into the admiral class of the 500 index fund (VFIAX) by accessing m…
The funds listed above are affected by the change and the $3K initial investment.
Below is the earlier link concerning the change:
https://www.mutualfundobserver.com/discuss/discussion/45476/vanguard-change-coming
T. Rowe Price Global Technology Fund, Inc.
https://www.sec.gov/Archives/edgar/data/1116626/000111662619000004/gtfstatsticker-february20193.htm
497 1 gtfstatsticker-february20193.htm
T. ROWE PRICE GLOBAL TECHNOLOGY FUND
Supplement to Prospectu…
Yes, I remember when Kinder Morgan MLP shareholders received significant income in taxable and non-taxable accounts when the MLPs were converted into Kinder Morgan stock.
Here is a reminder of that incident:
https://www.investopedia.com/articles/f…
