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/889284/000139834421024111/fp0071142_497.htm
497 1 fp0071142_497.htm
STERLING CAPITAL FUNDS
SUPPLEMENT DATED DECEMBER 20, 2021
TO THE
CLASS A AND CLASS C SHARES PROSPECTUS AND THE
INSTITUTIONAL AND…
No problem or offense taken. While Vanguard utilized Chartwell at one time, Chartwell funds has been sold possibly for monetary and marketing reasons. Chartwell acquired Berwyn which was a growing advisory firm until it was sold. The discussion h…
I believe the CSR stated that the distributions would be reinvested on 12/20. I suspect this is for investors with brokerage accounts.
I just checked my account with the transfer agent. The distributions have already been re-invested into my acco…
@BenWP,
Yes, Perritt has only two funds in comparison to PGIM. If you refer to the first page of this post, you will see PGIM is after Perritt due to being in alphabetical order.
I have several of GP Funds. While some of the best stock ideas are being shared among the GP fund managers, each fund manager has the final decision in purchasing/selling a stock. Also, each fund has different mandates from the others. For examp…
I updated the TIAA links today. The original TIAA links provided have been amended to reflect the changes in the distribution amounts. The original amounts were based on 9/30/21 figures; the newest amounts are based on 10/31/21 figures.
I genera…
Update (is now available):
https://www.artisanpartners.com/individual-investors.html
https://www.artisanpartners.com/individual-investors/news-insights/news/press-releases/2021/artisan-partners-launches-floating-rate-fund.html
or
https://www.art…
It is a unique company with a unique product in a growing segment. Someone may want to look at ASMIY, a Dutch semiconductor company that manufactures and designs semiconductors.
I was able to locate this PDF from Fido. Hope it may help!
https://institutional.fidelity.com/app/proxy/content?literatureURL=/9903894.PDF
I was able to locate the proxy filing for investors filed 8/23/21:
https://www.sec.gov/Archives/edgar/data…
Yes, I probably have too much of them. I have ARTSX, PRDSX, BRUSX, MSCFX, LCGRX, VVPSX and QRSIX to name just a few. This year many of SC funds are distributing fairly large CGs. Unfortunately, many of the SC funds have closed due to the run up in …
@yogibear & @BaluBalu,
While I have a couple of ETFs posted, you could either add them to this existing post or start a new post. I think Davis also has an ETF link which has not been included.
It seem logical to post them in this post as …
@laurenduvall
I am glad you and others find it useful. I do this so there is one central location with the information is aggregated for investors and in order to prevent questions as to why did my fund decline 8% when the market was up 1% today. …
@Simon,
I own a Shelton Capital fund, but have never seen the distribution amounts posted. SBH amounts are still not posted yet. Grandeur Peak, Vanguard, Rondure, Matthews Asia and FMI Funds are several funds that have still not posted yet as of …
I posted their hiring this past September.
https://www.mutualfundobserver.com/discuss/discussion/58680/artisan-adds-lead-portfolio-manager-for-new-emerging-markets-debt-team
You have probably already seen this from M*, but here is what I ran across for BRUFX:
http://portfolios.morningstar.com/fund/summary?t=BRUFX®ion=usa&culture=en-US
http://portfolios.morningstar.com/fund/holdings?t=BRUFX®ion=usa&am…
Found this excerpt in 11/9/21 WSJ titled, "Semiconductor Industry Isn’t Spending Big on Scarce Old-Tech Chips."
The article mentions that ASML is the only producer of the industry’s most advanced lithography equipment, is fully booked through the s…
Everything that goes up must come down at some point.
Also, keep in mind Tesla rose exponentially prior to its stock split which occurred in August 2020. From an article I read which stated:
When Tesla announced the split to when it actually ha…
From a WSJ January 10, 2021 article, "The Top Stock Funds of 2020
Morgan Stanley’s Inception Portfolio, under Dennis Lynch, won the stock-fund race with a gain of 150%," the fund's performance was due to investments in several stocks, but not limite…
I've looked into this fund as a domestic micro-cap growth fund as I don't need another small-cap growth fund.
http://portfolios.morningstar.com/fund/summary?t=NESGX®ion=usa&culture=en-US
M* has given it five stars. It has been a top qu…
Most of my T Rowe holdings are in taxable accounts as I will probably keep RPMGX as a taxable account also. At $130 per share, I will not get many shares for $2,500, but I will get my foot in the door.
Thanks for the information as I have been waiting for RPMGX to re-open. I will wait until distributions are paid mid-December.
You are correct as here is the SEC filing:
https://www.sec.gov/Archives/edgar/data/887147/000174177321003638/c497.htm
…
Update:
https://www.sec.gov/Archives/edgar/data/836906/000168386321006006/f10017d1.htm
497 1 f10017d1.htm CORE-PLUS & MULTI-SECTOR INC BOND FUNDS SUPPLEMENT
Vanguard Multi-Sector Income Bond Fund
Supplement to the Prospectus and Summary Pr…
From GP's Chairman's letter dated 1/31/2020:
Here is a link to that letter:
https://www.grandeurpeakglobal.com/documents/grandeurpeakglobal-is-20200131.pdf
Excerpt:
There is also a very important strategy that we’ve been developing for several y…
Mr. Walthausen has retired. Investors received a new proxy agreement concerning investment advisory agreements:
https://www.sec.gov/Archives/edgar/data/0001418191/000141304221000838/walthdef14a.htm
Excerpt:
The enclosed Proxy Statement contains …
update:
https://www.sec.gov/Archives/edgar/data/908802/000139834421019444/fp0069092_497.htm
497 1 fp0069092_497.htm
Filed pursuant to Rule 497(e) and Rule 497(k)
under the Securities Act of 1933, as amended
File Registration No.: 033-65632
SCHR…
Yes, there are dividends which are not much when being paid semi-annually. I re-invest on my shares held by Equiniti (transfer agent). I think last year I received around $42 on 14 shares when the stock was $600-$700 per share. Would have to check …
@Old_Joe,
I think I have 14 shares and a fraction in total. I am sure I picked up the 98% of them when I first purchased it with a $250 initial investment. I am sitting on a huge amount of capital gains but I am not going to sell it. I think I w…
While the semi-annual dividend is not much to write home about especially when a shares trades $700-$800 per share, it does contribute when reinvesting it in additional shares. This is definitely a growth stock with a niche market. My small initi…
I don't think you'll have an issue. It is the leading company in its area in the semiconductor industry. I believe it is one the leaders in the lithography on wafers. With semiconductors having a shortage, there should be strong demand for their …
Still own my ASML. Have not bought any more of it since I bought it at least 10 years ago.
If you were looking for an initial point, today may be the day. Saw the price hit low-to-mid 800's per share prior to today.
I was hoping it would split…
