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Here is a recent filing concerning the International Contrarian fund which is still not available:
https://www.sec.gov/Archives/edgar/data/1965454/000158064225005759/grandeur-peak_497c.htm
@msf,
When I ran across this filing, I thought of the Bridgeway Large Cap Growth and Large Cap Value funds also.
I used to have the Sound Point Floating Rate Income fund (SPFRX which is now as American Beacon DoubleLine Floating Rate Income fun…
https://www.sec.gov/Archives/edgar/data/806636/000158064225005413/longleaf497.htm
Here is the filing:
497 1 longleaf497.htm 497
Longleaf Partners International Fund
Longleaf PartnerGlobal Fund
(each a series of Longleaf Partners Funds Trust)
S…
From a T Rowe Price email I received this afternoon:
Dear Investor,
We are writing to inform you that effective September 30, 2025, we are removing the purchase restrictions on the T. Rowe Price Small-Cap Stock Fund. This change will now all…
More information on the ETFs and some other new ETFs:
https://www.morningstar.com/funds/vanguard-offer-etf-versions-popular-active-stock-funds
Vanguard Wellington Dividend Growth Active ETF
https://www.sec.gov/Archives/edgar/data/105544/000168386…
Thanks for posting the link!
I don't interpret it as having trouble, but the funds are in "quiet period" with SEC so they are getting everything in order before the funds start to being offered. It appears the opening date has been moved from Augu…
This report states:
Robert and Susie Gardiner have returned from Florida at the conclusion of their three-year service sabbatical. They were in the office on July 1st to reconnect with the team. Robert continues his current role as Chairman and is …
This was originally published in WSJ. There is another related article about the cost of replacing headlights. There was an Audi with specialized headlights which cost several thousands of dollars to replace.
update:
https://www.morningstar.com/news/pr-newswire/20250612ph09243/t-rowe-price-adds-three-new-transparent-sector-offerings-to-its-active-etf-roster
BALTIMORE, June 12, 2025
The T. Rowe Price Financials ETF, Health Care ETF and Natural Resource…
Fund just reopened in 2025
https://www.kopernikglobal.com/wp-content/uploads/2025/02/Kopernik-Global-All-Cap-Fund-Soft-Close-Update-Reopening-2025-Final.pdf
update:
https://www.sec.gov/Archives/edgar/data/802716/000168386325001676/f40974d1.htm
Victory Portfolios
Victory Special Value Fund
Class A, Class C, Class I, and Class R
Supplement dated February 28, 2025
to the Prospectus and Summary Prospe…
Here is the email I received this evening from GP:
Feb 13, 2025
Dear Fellow Investors,
Mark Madsen, portfolio manager (PM) for our Global Contrarian strategy and the industrials tranche of our Global Reach strategy, has decided to leave the firm …
Looks like there was a new SEC filing as of 1/17:
https://www.sec.gov/ix?doc=/Archives/edgar/data/1771146/000199937125000464/brookmont-485bpos_011725.htm
Two summary prospectuses filings as of today:
Hedged Equity ETF
https://www.sec.gov/Archives/edgar/data/1795351/000174177325000059/c497k.htm
Capital Appreciation Premium Income ETF
https://www.sec.gov/Archives/edgar/data/1795351/000174177325000060…
Nothing new regarding offering.
You can look at this link from SEC:
https://www.sec.gov/cgi-bin/browse-edgar?CIK=S000088027&action=getcompany&scd=filings
The originally posted VG estimates no longer worked as BaluBalu stated. I removed it and left the December 10 estimates. The final numbers will be posted in a couple of days.
There is some news concerning this on Big Bang! Investors:
https://big-bang-investors.proboards.com/thread/3319/crossingbridge-nordic-high-income-registration
Here is an earlier post on the matter.
https://www.mutualfundobserver.com/discuss/discussion/62918/vanguard-to-settle-target-date-fund-distributions-2020
Symbol will be ROAR.
Here is an article about the ETF:
https://www.artemis.bm/news/brookmont-launch-exchange-traded-cat-bond-fund-catastrophic-bond-etf/
See this earlier ETF post.
https://www.mutualfundobserver.com/discuss/discussion/62506/brookmont-catastrophic-bond-etf-in-registration
Most recent filing from November:
https://www.sec.gov/Archives/edgar/data/1771146/000183988224040421/brookmont-…
Since he is in the chair of the Advidisory Committe, he is ultimately responsible for managing the day to day managment,
From the original registration filing:
T. Rowe Price has established an Investment Advisory Committee with respect to the fund…
Just to set the record straight, the initial minimum for Crossingbridge's I share class is $5K. It used to be $50K.
https://www.sec.gov/Archives/edgar/data/1141819/000089418923005489/crossingbridgefunds497e810.htm
