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.
Reply to @msf: It took a little while but I found the SEC filing listed above from MFwire as it is under Variable Insurance products (not my usual haunt when looking for filings). For some reason it came up under Columbia Funds Variable Series Trus…
Reply to @bee: Can't say I own any of the nano cap companies listed. That is why I let the M/F professionals handle my $$$. Wouldn't mind investing in a nano cap fund if one were available. It wouldn't be open for long. I do subscribe to the Bo…
Reply to @bee: Regarding micro caps, I probably have too many and too much overlap but many of mine are closed with a few still open. I have a foothold in some of the following except others available:
closed:BUFOX, BRUSX, WSCVX, FRMCX
open: TMCG…
Regarding SATMX, here is the link (an August 16, 2013 article) from their web site announcing when they plan to close SATMX.
http://www.prnewswire.com/news-releases/got-us-small-cap-exposure-advisors-rush-to-invest-in-small-cap-funds-before-they-c…
Reply to @varmint: I also own BRUSX since BRMCX was reorganized into BRUSX. I took the option of getting into the fund since I missed it the first time and continue to invest in it prior to it having another "hard" close.
You are lucky to have …
Reply to @bumine: Just took a quick look at M*, which gives it four stars. While there are a lot of assets under management, it appears to be performing well in this market.
http://quotes.morningstar.com/fund/mlrsx/f?t=MLRSX
A lot of people contributed to this list to make it what it is. As per your request, here is the link (right now it is on page 5).
http://www.mutualfundobserver.com/discussions-3/#/discussion/8111/2013-preliminary-capital-gains-distribution-estima…
Reply to @jerry:
I am a shareholder also since 2008. There was a restriction effective July 1, 2010, which states:
"...The following paragraph is added under the section "GENERAL INFORMATION." The following policy will be implemented by the Fun…
Vanguard Funds (updated as of 12/9/13 & includes more index funds)
https://personal.vanguard.com/us/insights/article/estimated-yearend-distributions-12092013
Satuit Funds (SATMX...ouch!)
http://www.satuitcapital.com/new/satuitcapitalmanagement…
Here is their registration filing back in July:
http://www.sec.gov/Archives/edgar/data/831114/000110465913054106/a13-16436_1485bpos.htm
The delay may have to do with the new ownership vote by shareholders in Robeco.
Brown Capital Management Funds
http://www.browncapital.com/distributions.html
Allianz Global Funds
http://us.allianzgi.com/ShareholderCommunications/External Documents/2013_Cap_Gains_Estimates.pdf
Metropolitan West Funds
http://www.mwamllc.com/fun…
I saw this filing yesterday, but I didn't understand it until I read the morningstar article you posted. I didn't know what the prior conditions were when the fund closed in comparison with the new conditions posted. (it is clear as mud.)
http://w…
A couple of other growth micro-cap funds were not included: SATMX (formerly Satuit Micro-cap fund and TMCGX (formerly Turner Micro-cap fund). For value plays, PVFIX.
The Growth fund paid a Short-Term Capital Gain Per Share of $0.92390
& Long-Term Capital Gain Per Share $12.30854 (ouch!).
http://meridianfund.com/index.php?cID=237
It may not continue to pay large distribution amounts in the future. Was t…
Bridgeway Funds (large ultra small company fund payout)
http://bridgeway_web.s3.amazonaws.com/cms/documents/cfdfe8c50396a90e/2013_Distribution_Estimates.pdf
