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http://www.sec.gov/Archives/edgar/data/1527446/000116204415000043/hagin497201501.htm
497 1 hagin497201501.htm
HAGIN KEYSTONE MARKET NEUTRAL FUND
A series of Cottonwood Mutual Funds
Supplement dated January 14, 2015
to the Prospectus and…
SEC filing concerning closing:
http://www.sec.gov/Archives/edgar/data/29440/000119312515002005/d828215d497.htm
497 1 d828215d497.htm FORM 497
LOGO
SUPPLEMENT DATED JANUARY 6, 2015
TO
STATUTORY PROSPECTUS DATED MAY 1, 2014
Effective as o…
BIRMX lost 21.54% for the 2014 (as of 12/30/14) based on the transfer agents' records on their web site:
http://www.mutualss.com/currentprices.aspx
Also, the fund has been closed for years to new investors. So if the fund is closed to new investo…
I have my SEQUX Roth account held by DST Systems (transfer agent for SEQUX). You have the choice of paying a once a year $12 administrative fee or have the fee deducted from your SEQUX account. I would move the account to the transfer agent rather…
@msf
Is it possible the tax forms have to be revised by the IRS and as such were not included yet with TurboTax, but will be downloaded into the TT program when the forms are updated? I have not looked at the IRS web site regarding the 2014 forms…
A couple of years ago, I used to use H&R Block's program for several years. The last time I inputted all my tax information into the Federal program, I tried integrate the tax information into the State program, the tax program crashed losing co…
Interesting find. Yes, JMCVX (or JNMCX for "D" shares) still remains closed. Interesting to see Janus reopen JSCVX (or JNPSX for "D" shares) as I thought it was too large to manage. Fortunately, my JNMCX and JNPSX are in non-taxable accounts.
In…
With many thanks to Charles for his help, the Capital Gains link (below) has been updated as of 12/10 to include Heartland Funds, Pinnacle Value Fund, Robeco Funds, and Westchester Capital Funds (i.e. Merger Fund), Janus (final estimates), Vanguard …
@heezsafe
We are working on something. One thing to consider in that locking it no one else will be able to add to it (i.e. Pinnacle Value Fund, Satuit Funds, Westchester Capital (Merger Fund) have not posted anything yet). While there are a numb…
@Ted
I am willing, but not sure how to do that. Please provide the instructions on how to do it and I will attempt it. Everyone's efforts contributed to the final product.
Thanks.
Berwyn Funds
http://www.berwynfunds.com/DividendsShareholderInformation.asp
Wintergreen Fund
http://www.wintergreenfund.com/reports/dividends/distribution.php
Van Eck Funds
http://origin.vaneck.com/van-eck-funds-2014-yearend-distributions-p…
Walthausen Funds
http://www.walthausenfunds.com/index.asp
Vulcan Value Partners
http://vulcanvaluepartners.com/uploads/file/14_09_30/MF Estimated Cap Gains 2014.pdf
Jensen Quality Value Fund
https://www.jenseninvestment.com/files/1014/1582/…
Bridgeway Funds (Bridgeway Ultra Small Company Fund...Ouch!!)
http://bridgeway_web.s3.amazonaws.com/cms/documents/b4d881e1a865760e/2014_Distribution_Estimates.pdf
Dodge and Cox Funds
https://www.dodgeandcox.com/pdf/shareholder_services/dc_estima…
While I did notice the registration filing for Driehaus and post it above; I did not notice the minimum investment required when posting the link. Initially, my thoughts were it was a new fund from Driehaus and it was strange that Driehaus was comi…
@Ron
Sure, it is good to have large distributions in a non-taxable account, like Fidelity's Select Biotechnology Portfolio of $25.31 per share (which I own in a non-taxable account). However, when you own Turner's Emerging Growth Fund in a taxabl…
PIMCO Funds
https://investments.pimco.com/ShareholderCommunications/External Documents/PIMS Capital Gain Estimates.pdf
or PIMCO EqS Funds
https://investments.pimco.com/ShareholderCommunications/External Documents/EqS Capital Gain Estimates.pdf
Artisan Funds
https://www.artisanfunds.com/distributions/current.cfm?Banner=3_p1_110514_DistEst_v1
or
https://www.artisanfunds.com/distributions/current.cfm
Turner Funds (check out Emerging Growth, Small Cap Growth and Midcap Growth Funds...Ouch!!! The amounts to be paid out on these three funds increased as of 11/9/14 from original the estimates)
http://www.turnerinvestments.com/tax-information/
Baron Funds
http://www.baronfunds.com/mutual-funds/distribution-information/
or
http://baroncapitalmanagement.com/mutual-funds/distribution-information-2014/
Aston Funds
http://astonfunds.com/shareholders/distributions-capital-gains
