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.
update:
https://www.sec.gov/Archives/edgar/data/915802/000139834423012096/fp0083914-2_497.htm
FINANCIAL INVESTORS TRUST
Rondure New World Fund
Rondure Overseas Fund
(each, a “Fund”)
Supplement dated June 16, 2023
To the Summary Prospectus, Pro…
Thank you for the update! While you probably are restricted from making any disclosure prior to a SEC filing as to whether the Riverpark Short Term High Fund will also be reorganized into a CrossingBridge Advisors?
@Hank,
I have interests in both of the funds he co-managed. The filing said "he tragically and unexpectedly passed away."
My condolences to his family and friends.
update:
https://www.sec.gov/Archives/edgar/data/277751/000119312523132163/d10125d497.htm
497 1 d10125d497.htm 497
Janus Investment Fund
Janus Henderson International Opportunities Fund
(the “Fund”)
Supplement dated May 2, 2023
to Currently Eff…
update:
https://www.sec.gov/Archives/edgar/data/313850/000168386323003487/f25414d1.htm
497 1 f25414d1.htm VANGUARD ALTERNATIVE STRATEGIES FUND LIQUIDATION
Vanguard Alternative Strategies Fund
Supplement Dated April 19, 2023, to the Prospectus a…
Received this email this afternoon:
April 13, 2023
Dear Fellow Shareholders,
You recently received a supplement to the prospectus of the Rondure Global Funds dated February 23, 2023, with information about an upcoming shareholder meeting. The pur…
Received this email this morning concerning the GP reorganization:
April 10, 2023
Dear Fellow Shareholders,
You recently received a supplement to the prospectus of the Grandeur Peak Funds dated February 23, 2023, with information about an upcomin…
No, but I did include a news release from the US Attorney's office Southern District of New York:
https://www.justice.gov/usao-sdny/pr/founder-and-former-chief-investment-officer-infinity-q-sentenced-15-years-prison
@Derf,
Not exactly. Since April 1 fell on a Saturday, there was no way the results would be ready on Monday. It seems to depend on when the dates fall. For example, if the first of the month was on a Tuesday, it is possible the monthly results c…
Information for depositors/borrowers on SVB from the FDIC:
https://www.fdic.gov/resources/resolutions/bank-failures/failed-bank-list/silicon-valley.html
PKSAX from Virtus Funds, categorized as a mid-cap growth fund:
https://www.virtus.com/products/kar-small-cap-core#shareclass.A/period.quarterly
To answer @Old_Joe, there are four share classes: A, C, I and R6. A share class carries a front-end lo…
The fund, formerly known as the Phoenix Small-Mid Cap Fund, is closed.
https://www.sec.gov/Archives/edgar/data/34273/000114420418029523/tv494384_497.htm
Here is the SEC filing concerning his departure. Notice the name of the "project" on top of the filing.
https://www.sec.gov/Archives/edgar/data/734383/000168386323002522/f24809d1.htm
It used to state "fall out boy".
Noticed they just changed the…
The fund reopened January 3, 2023, after being closed since March 31, 2021.
https://www.kopernikglobal.com/sites/default/files/Kopernik Global All-Cap Fund - Soft Close Update November 2022_SEI - FINAL.pdf
@Devo,
I think the question has been answered above. I own FPA Queens Road Small Cap Value Fund I class since I owned its predecessor FPA Capital Fund. My broker has asked if I wanted to transfer my FPA account to them. I still keep the fund wit…
Email from T Rowe Price concerning the reopening:
View in browser
T. Rowe Price Log in to your account T. Rowe Price
Dear Investor,
Fund Name Ticker CUSIP
T. Rowe Price Emerging Markets Stock Fund – I…
Heard on the radio about SVB on the way home. Radio commentator made the distinction that SVB invests in venture capital while Silvergate Capital was investing in bitcoin. Investors did not make that distinction and threw out the baby with the bat…
update:
https://www.sec.gov/Archives/edgar/data/826732/000110465923027416/tm238039d1_497.htm
1 tm238039d1_497.htm 497
CALAMOS® FAMILY OF FUNDS
CALAMOS INVESTMENT TRUST
Calamos Global Sustainable Equities Fund (the “Fund”)
Supplement dated…
update:
JPMorgan Equity Focus Fund
https://www.sec.gov/Archives/edgar/data/1217286/000119312523041853/d449488d497.htm
or
https://www.sec.gov/Archives/edgar/data/1217286/000119312523041847/d449450d497.htm
@BenWP
You are correct. From the filing:
Driehaus Global Fund (formerly, Driehaus Emerging Markets Opportunities Fund) (the “Fund”) seeks to maximize capital appreciation.
I am disappointed as I own the Emerging Markets Opportunities Fund.
Bank of Princeton was to be acquired some years ago by Investors Bank in NJ; however, the deal fell through. Investors was later acquired by Citizen Financial Group early last year.
Earnings news release from the SEC website:
https://www.sec.gov/…
There is Hennessy Large Cap Financial and Small Cap Financial Funds.
https://go.hennessyfunds.com/Hennessy-Large-Cap-Financial-Fund-Q3-Holdings.pdf
https://go.hennessyfunds.com/Hennessy-Small-Cap-Financial-Fund-Q3-Holdings.pdf
If you don't mind a…
