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Saw this but I thought the fund had been around for awhile.
https://www.sec.gov/ix?doc=/Archives/edgar/data/313212/000174177321000701/c497.htm
https://www.sec.gov/Archives/edgar/data/313212/000174177321000699/c497k.htm
Here is M*'s fund screener. Check the drop down box for "allocation" types. Once the funds populate, you can click the arrows under YTD return to sort from high to low or low to high.
https://www.morningstar.com/funds/screener-rank
Morningstar article on what the closure means to IVA shareholders:
https://www.morningstar.com/articles/1029000/what-ivas-unusual-move-means-for-its-fund-shareholders
Concerning M* and BRSVX, the link below indicates that Gamestop was BRSVX's largest holding, at 1.96%; I believe it is based on 3/12/21 figures. The link indicates also that the Gamestop position was up on 1303.93% since it was first purchased 9/30/…
I picked US News as only an example that supported some of the SCV funds identified above. I could have picked another example such as:
https://mutualfunds.com/equity-categories/us-small-cap-value-equity-funds-and-etfs/
or something else for that…
I do, it just depends on what your long/short term objective is. I owned PVFIX prior to 2010 and it never did stellar, probably mediocre at best. This year has probably been its best year in years. The manager used to work at Royce Funds.
Plus, …
Here is US News' rankings of small cap value funds:
https://money.usnews.com/funds/mutual-funds/rankings/small-value
BRSIX is #2
BRSVX is #5
RYPNX is #6
QRSVX is #14
NSMVX is #21
PZISX is #29
PVFIX is #36
RYSEX is #38
LSVQX is #39
NSDVX is #48
TH…
I used to own PVFIX for many years almost since inception, but sold it this year to use the proceeds to acquire LLSCX. The fund is definitely a SCV fund but it used to hold a lot of cash and was very conservative.
BRSIX has done well with the sm…
update:
https://www.sec.gov/Archives/edgar/data/1032423/000103242321000063/cchysupplement-03052021.htm
497 1 cchysupplement-03052021.htm 497
DIAMOND HILL FUNDS
Diamond Hill Corporate Credit Fund
Diamond Hill High Yield Fund
(All Share Classes)
…
update:
https://www.sec.gov/Archives/edgar/data/891079/000119312521065141/d128745d497.htm
497 1 d128745d497.htm HIGHLAND FUNDS II
HIGHLAND FUNDS II
Highland Socially Responsible Equity Fund
Supplement dated March 2, 2021 to the Summary Prospectu…
update to institutional shares (GCMFX, GNMFX):
https://www.sec.gov/Archives/edgar/data/810893/000119312521062769/d124234d497.htm
497 1 d124234d497.htm 497
PIMCO Funds
Supplement dated March 1, 2021 to the Municipal Value Funds Prospectus (the “Pr…
@fundly,
If you do a search on the list of MFs available through Firstrade, using Advisors Inner Circle, the fund does not come up under Advisors Inner Circle family. It only comes up when you try to buy/purchase the fund which is peculiar.
Thi…
I suggest you you log in and go into the trade screen and punch in the fund family to see if you can purchase the fund. It does not come up as being available to be purchased.
Follow-up articles on the etf:
https://www.etftrends.com/humankind-investments-launches-first-sustainable-etf-hknd/
https://finance.yahoo.com/finance/news/humankind-investments-launches-first-sustainable-143000573.html
One of the individuals used to work at Vanguard.
James Katz - Chief Executive Officer and Chief Compliance Officer, Humankind Investments LLC (since 2019); Quantitative Equity Analyst, Data Scientist, Vanguard (2016-2018)
Follow-up article:
https://finance.yahoo.com/news/bronstein-gewirtz-grossman-llc-notifies-163500375.html
The fund's closure was noted on this board:
https://www.mutualfundobserver.com/discuss/discussion/57518/infinity-q-diversified-alpha-fund-to-…
After doing some digging, I did find some old disks. It was prior to 2011. I used H&R Block TaxCut in 2008 and H&R Block AtHome in 2009. I learned my lesson; I will only purchase TurboTax from now on.
I have never had a problem with the updates on either software application. The last time I used the H&R Block software (TaxAct?), the software kept crashing (no pun) every time I tried to populate the State form with the reported amounts. I e…
I used to use H&R Block tax software some years ago. I think I entered too many items (dividend reinvestment plans) and the software crashed. I had to re-enter the information three times and each time the software crashed when I tried to move…
Fund has been around for years but has had a lackluster performance. Fund changed its investment style from domestic micro cap fund to predominately health/biotech micro/small cap fund.
Website states that management would close the fund when it g…
Not to hijack the Fidelity Select medical fund theme which I have some positions in, but I've been watching PDFDX which was originally a US based microcap fund now a small cap biotech fund. Still pricey, but the fund is gathering AUM.
@Derf
I thought several of the funds were going to be "hard closed" to all investors. After reading the footnotes, it appears that the funds are closing primarily through financial intermediaries. This should signal to potential investors/existin…
I did receive my 1099 concerning IOFIX; my shares are held with the transfer agent; not a brokerage.
We receive a Form 2439 (Notice to Shareholder of Undistributed Long-Term Capital Gains) for the same company; one is from the transfer agent an…
follow-up:
https://www.sec.gov/Archives/edgar/data/1545440/000139834421003462/fp0062438_497.htm
497 1 fp0062438_497.htm
February 16, 2021
KARNER BLUE BIODIVERSITY IMPACT FUND
Investor Class (KAIAX)
Institutional Class (KAIIX)
ButterflyTM Class (…
Just received an email from GP. Here is the email:
February 12, 2021
Dear Fellow Shareholders,
With the continued strength of global markets and the performance of the Grandeur Peak Funds, we find it necessary to announce the following fund clos…
updated:
https://www.sec.gov/Archives/edgar/data/915802/000139834421003133/fp0062314_497.htm
497 1 fp0062314_497.htm
FINANCIAL INVESTORS TRUST
Emerald Small Cap Value Fund
(the “Fund”)
Supplement dated February 12, 2021
to the Fund’s Prospectus …
