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Thanks for the update! I had been checking the EDGAR database looking for the proxy results. I noticed that FPA dropped FPA Capital from its "Fund Pricing" so I suspected that the merger had been approved. My FPPTX has been converted to QRSIX; my…
I used to own USNQX and sold it to purchase an interest in NASDX. I have owned NASDX for several years. I have more than doubled my investment since I have purchased it.
MERFX will now by owned by Virtus Investment Partners based on the other post.
https://www.mutualfundobserver.com/discuss/discussion/57672/westchester-capital-management-llc-merger-with-virtus-investment-partners-inc
Thanks for the clarification. My condolences to his family and friends.
Just received an email from GP concerning him:
February 1, 2021
Dear Fellow Investors,
It is with great sadness that we announce the death of our dear friend and colleague…
@Derf,
It appears that enough FPA shareholders approved the merger. Found this filing by Bragg Capital this morning:
https://www.sec.gov/Archives/edgar/data/1170611/000110465921009595/a21-4366_1497.htm
Here is footnote concerning the merger:
".…
update:
https://www.sec.gov/Archives/edgar/data/915802/000139834421001868/fp0061770_497.htm
497 1 fp0061770_497.htm
FINANCIAL INVESTORS TRUST
Emerald Small Cap Value Fund
(the “Fund”)
Supplement dated January 29, 2021
to the Fund’s
Prospect…
@Derf.
Maybe Scruggs is holding cash looking for an opportunity where small caps pull back so he can pull the trigger to make some purchases after the long run up? Maybe today is the day?
Hopefully, FPA Capital and Queens Road Small Cap Value will merge finally provided they receive enough shareholder votes ratifying the merger. The shareholder meeting, adjourned several times for not receiving enough approval votes, is tomorrow.
Here is a email that I received from T Rowe Price:
Important: T. Rowe Price Blue Chip Growth Fund and T. Rowe Price Blue Chip Growth ETF Portfolio Management Updates
We are writing to inform you that Larry Puglia portfolio manager of the US Large…
T. Rowe Price Blue Chip Growth ETF
https://www.sec.gov/Archives/edgar/data/1795351/000174177321000034/c497.htm
497 1 c497.htm
T. Rowe Price Blue Chip Growth ETF
Supplement to Prospectus Dated June 23, 2020
In section 1, the portfolio manager tabl…
@newgirl,
Just because a fund is closed with a brokerage, but is available to be purchased directly from the fund's transfer agent does not mean it cannot be purchased. You can purchase a couple of the Wasatch funds directly from Wasatch then tran…
Here are some follow-up articles:
https://www.prnewswire.com/news-releases/vanguard-announces-plans-to-launch-ultra-short-bond-etf-301211134.html
https://investornews.vanguard/vanguard-plans-to-add-ultra-short-bond-etf-to-lineup/
To those who are interested, I checked the Dodge and Cox website. The Emerging Markets Stock Fund is listed and has a link:
https://www.dodgeandcox.com/EMSF.asp
Accessing the link, It states the following:
"We anticipate opening the Dodge & …
From the email I received:
"Here is a link to Robert Gardiner’s Chairman Letter reflecting on 2020."
Robert Gardiner's letter was written on January 4, 2021 with the first sentence:
"Amidst the many challenges of 2020, Salt Lake City was hit with…
Here are some other explanations from Bloomberg and BusinessInsider:
https://www.bloomberg.com/news/articles/2020-12-28/cathie-wood-buys-back-option-that-had-threatened-control-of-ark
https://markets.businessinsider.com/news/stocks/cathie-wood-ret…
FPA Capital still needs more votes to ratify the fund merger. Meeting was adjourned to January 27, 2021.
https://www.sec.gov/Archives/edgar/data/99188/000110465920139878/tm2039435d1_defa14a.htm
Here is the fact sheet for the fund:
http://alphacentricfunds.com/funds/PrimeMeridian/FactSheet.pdf
From Alphacentric Fund's website:
https://alphacentricfunds.com/funds/PrimeMeridian/prospectus.pdf
https://alphacentricfunds.com/funds/PrimeMeri…
Here is something for both CEFs under "news" from November:
https://www.gabelli.com/funds/closed_ends/-123 (Bancroft)
https://www.gabelli.com/funds/closed_ends/-124 (Ellsworth)
Yes, M* has it categorized as a high yield bond fund, but it is not a high yield bond fund.
http://quotes.morningstar.com/chart/fund/chart?t=rphyx®ion=usa&culture=en_US
Here is a 2017 analysis by David concerning the fund:
https://www…
