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http://www.sec.gov/Archives/edgar/data/357204/000100329713000137/westcore497.htm
WESTCORE TRUST
Supplement dated April 17, 2013 to the Westcore Equity and Bond Funds Prospectus dated April 30, 2012 and the Westcore International Small-Cap …
Have owned the fund for several years when the NAV was in the high $200's, now over $400. You don't buy much for $1K when the NAV is in the high $200's. They just started having online access several years ago. Plan on keeping the fund as it has p…
http://www.bloomberg.com/news/2013-04-10/jenner-said-to-raise-100-million-for-health-care-fund.html
Jenner Said to Raise $100 Million for Health-Care Fund
By Christopher Condon - Apr 10, 2013 12:25 PM ET
Kris Jenner, the former top stock picker …
Link to SEC filing:
http://www.sec.gov/Archives/edgar/data/915802/000091580213000011/gp4970408.htm
FINANCIAL INVESTORS TRUST
Grandeur Peak Global Opportunities Fund
Grandeur Peak International Opportunities Fund (the “Funds”)
SUPPLEMENT DATED …
Grandeur Peak funds can be started for as little as $1K plus $50 per month, quarter, or annually. Similarily, provided you are already an Artisan fund shareholder, you can open an account for as little as $50 per month. Sure, I would like to have …
CSR offered to take my name and mail me a prospectus when the fund gets closer to opening. June is when the fund will be offered (supposedly), but that is not etched in stone. No explanation as for the delayed opening.
I am sure it will be similar to an existing Wasatch fund.
From the above link for:
GRANDEUR PEAK GLOBAL REACH FUND
The Fund invests primarily in foreign and domestic small, and micro cap companies. Under normal market conditions, the Adviser w…
https://www3.troweprice.com/fb2/fbkweb/management.do?ticker=PRHSX
From T Rowe Price's web site:
Fund Manager
Taymour R. Tamaddon
Managed Fund Since: 02/15/2013
Joined Firm On 05/19/2004*
B.S., Cornell University, M.B.A, Tuck School of Business …
I sold my position in Fairholme fund last year due to the media Berkowitz's involement with St. Joe's as he seemed more interest in St. Joe's rather than managing the money I invested with him.
Revised info. on fund from 1/3/13 from SAM:
Fund Facts at 1/3/13
Inception Date
December 27, 2012
Net Assets
$28 million
Expense Ratio
1.65%
1yr Avg. Turnover
n/a
Total Holdings
n/a
Wtd. Avg. Market Cap
n/a
Minimum
$10,000…
Fund facts from Southeastern Asset Management web site:
Fund Facts at 1/3/13
Inception Date
December 27, 2012
Net Assets
$3.6 million
Expense Ratio
1.65%
1yr Avg. Turnover
n/a
Total Holdings
n/a
Wtd. Avg. Market Cap
n/a
Minimum
…
http://www.sec.gov/Archives/edgar/data/1272950/000089710112001636/rbc124049_497.htm
Excerpt from hyperlink above:
The Board of Trustees of RBC Funds Trust has also approved the closure of Class S Shares of each RBC Equity Fund. In connection with…
Brown Capital Management:
http://www.browncapital.com/distributions.html
Sequoia Fund (on first page):
http://www.sequoiafund.com/Reports/Quarterly/Sep12.pdf
Reply to @kchnew:
Once you have logged into your account:
1. Look "Quotes & Research" tab for M/F on top of the screen and click it.
2. Follow thru with M/F family name and click on respective fund you are seeking;
3. Under the "Profile" tab…
Reply to @kchnew:
My went thru as Kevindow explained. I told rep. that I rec'd an error message and had to speak with rep. as directed (also gave error code). Rep. looked up initial minimum for Roth/IRA, which listed $0. Took about 15 minutes fo…
USAA Mutual Funds (link still works depite being cutoff):
https://content.usaa.com/mcontent/static_assets/Media/MutualFundDist_PreNotification.pdf?cacheid=123643691?SearchRanking=1&SearchLinkPhrase=prenotification of estimated usaa mutual fund d…
Parnassus Funds:
http://www.parnassus.com/parnassus-mutual-funds/DividendInfo.aspx
Third Avenue Funds:
http://www.thirdave.com/ta/documents/reports/2012 Estimated Mutual Fund Distribution Information.pdf
