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.
I still maintain a position in SPFPX which is now known as American Beacon FEAC Floating Rate Income Fund which was formerly known as American Beacon Sound Point Floating Rate Income Fund.
Nothing yet. The original registration filing indicated an offering date as of 10/1, but that may change.
From the SEC concerning the Capital Appreciation and Income Fund:
https://www.sec.gov/cgi-bin/browse-edgar?CIK=C000245159&action=getcomp…
From Vanguard:
https://corporate.vanguard.com/content/corporatesite/us/en/corp/who-we-are/pressroom/press-release-vanguard-to-expand-active-lineup-with-international-dividend-growth-fund-081823.html
Check out this link:
https://www.mutualfundobserver.com/discuss/discussion/60711/reorganization-at-grandeur-peak-global-advisors-similar-to-rondure-post
Update:
https://www.sec.gov/Archives/edgar/data/1586009/000121390023062022/ea158908_497.htm
7 1 ea158908_497.htm 497
Wildermuth Fund
Supplement dated August 1, 2023, to the Wildermuth Fund Class A Shares and Class C Shares
prospectus and th…
I agree that it is open with Schwab, but it should not be.
From January 31, 2023:
https://www.sec.gov/Archives/edgar/data/1494928/000139834423001516/fp0081525-7_497k.htm
Excerpt:
Purchase and Sale of Fund Shares
Sales of Retail and Institution…
Keep in mind that the TCIFX symbol, institutional share class, was indicated on the 2017 Summary Prospectus. Even Bloomberg indicates the symbol listing is pending.
The 2023 Registration Statement for the fund indicates the symbols are to be determ…
update:
https://www.sec.gov/Archives/edgar/data/915802/000139834423013179/fp0084407-1_497.htm
497 1 fp0084407-1_497.htm
FINANCIAL INVESTORS TRUST
Rondure New World Fund
Rondure Overseas Fund
(each, a “Fund”)
Supplement dated July 17, 2023
To …
@rforno,
I posted some news about this fund some time ago, then there was no activity concerning it until I just discovered this filing.
edited:
Found this from September 2017:
https://www.mutualfundobserver.com/discuss/discussion/35185/t-rowe-p…
My concern is what will happen if something should happen to the key man/key person portfolio manager running the fund? Reminds me of Walthausen as he had a couple of co-portfolio managers along the way especially after Walthausen retired. The fun…
Keeping up with DepositAccount.com for going rates and timetables for CDs. Trying to keep parent's cds to 1 year to 2 year timetables with rates between 4%-5% at our credit unions. Will evaluate the CD market as the CDs' approach maturity.
Received an email from GP with an explanation.
update:
July 3, 2023
Dear Fellow Investors,
After a decade of diligent service at Grandeur Peak, Stuart Rigby has decided to leave the firm to pursue a new path in his career and launch a global te…
@BenWP,
Thanks for the compliment! Here is a news release from Tekla.
https://www.teklacap.com/news/tekla-capital-management-llc-announces-proposed-transaction.
Here is an excerpt from that article:
...Following the proposed transaction, the F…
Received this email today from GP:
June 20, 2023
Dear Fellow Shareholder,
Thank you for your assistance with our recent proxy vote. The Grandeur Peak Funds proxy proposal easily passed, and we are now able to move the Funds’ back office service …
See David's comments from the March 23 commentary:
https://www.mutualfundobserver.com/2023/3/
Rondure Global Advisors and Grandeur Peak Global Advisors are “reorganizing their funds.” What does that mean? To investors, nothing. Zero, zip, zilch. I…
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…
