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I bought into the small cap fund in August of last year (it is closed to new investors, but I had an existing position in a retirement account) not realizing that the size of year-end distributions. The fund has never recovered from the 2021 distri…
It appears some case was filed in PA concerning the target date funds:
https://www.cnbc.com/2022/03/15/vanguard-created-big-tax-bills-for-target-date-fund-investors-lawsuit-claims.html
or
https://www.barrons.com/advisor/articles/vanguard-target-…
@hank
As I just post items as I find them for everyone's benefit whether it be good or bad (I am not offended by any of the comments above), I agree with your comment concerning this ETF.
The filing was submitted early/mid-July. May take a little…
Check out page 3 of this link...the fund was reorganized, and the name is slightly different.
https://www.carillontower.com/-/media/rj/affiliate-sites/carillon-tower/funds/fund-information/prospectus/loadfundsprospectus.pdf
Except:
Carillon Clar…
From their website, https://www.crossingbridgefunds.com/
CrossingBridge Advisors, LLC (“CrossingBridge”) was founded in December 2016 and is a wholly-owned subsidiary of Cohanzick Management, LLC (“Cohanzick”), which was founded in 1996 by David Sh…
Some banks used to be federally charted by the Office of Thrift Supervision (OTS) until it was merged into the OCC (Office of the Comptroller of the Currency).
Banks can be either nationally chartered or state chartered. They can also be members…
This may help with the entire article:
https://www.versabank.com/versabank-to-acquire-occ-chartered-national-us-bank-providing-platform-for-growth-in-the-united-states/
This was from the local Philadelphia news last night about customer's bills:
https://6abc.com/pgw-weather-normalization-adjustment-bill-surcharge-philadelphia-gas-works/12004300/
Also, while not rating or recommending this mutual fund, you can pla…
From what I can tell, those funds that are re-opening are now probably being available through third party intermediaries where previously those funds could be purchased only directly from Wasatch.
I own WMICX, WAMVX and WAIOX. I used to have oth…
I just saw it on her Linkedin page.
It is also listed here:
https://www.seafarerfunds.com/team/#:~:text=Lydia joined Seafarer Capital Partners,manager at Rondure Global Advisors.
Here it is mentioned in a SEC filing about "key person" risk:
https://www.sec.gov/ix?doc=/Archives/edgar/data/1806095/000119312522016075/d279069d497.htm
They added an additional manager to assist.
Updated
https://www.sec.gov/Archives/edgar/data/1342947/000089109222001174/bbh497ssta-rf.htm
497 1 bbh497ssta-rf.htm 497 (E)
BBH TRUST
SUPPLEMENT DATED APRIL 1, 2022 TO THE
STATEMENT OF ADDITIONAL INFORMATION
DATED MARCH 1, 2022
The following in…