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.
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…
Here are some recent filings for the Causeway Concentrated Equity Fund:
https://www.sec.gov/Archives/edgar/data/1156906/000119312520282444/d37360d485bpos.htm
https://www.sec.gov/Archives/edgar/data/1156906/000119312520282629/d42144d497k.htm
Just received an email from GP which states:
December 17, 2020
Dear Fellow Investors,
We are announcing today that the Grandeur Peak Global Opportunities Fund (GPGIX/GPGOX) and Grandeur Peak International Opportunities Fund (GPIIX/GPIOX) (the "Fu…
Incidentally, Causeway launched a new fund: Causeway Concentrated
Equity Fund
https://www.causewaycap.com/wp-content/uploads/CCM-Launches-Causeway-Concentrated-Equity-Fund.pdf
On sort of a related note, check out the Berkshire Focus Fund (BFOCX). According to M*, turnover is 980%.
http://quotes.morningstar.com/chart/fund/chart?t=bfocx®ion=usa&culture=en_US
Permanent Portfolio Aggressive Portfolio has estimated a $10+ distribution; some of T. Rowe Price Funds (New Horizon and New America Growth) have estimated large distributions also. Grandeur Peak Micro Cap Fund has estimated a total payout of about…
Oakmark has a bond fund in advisor and institutional share classes. No retail as of yet. Here is the December 2020 prospectus.
https://www.sec.gov/Archives/edgar/data/872323/000110465920111005/tm2031542-1_485apos.htm
M* article on distributions:
https://www.morningstar.com/articles/1009922/will-your-funds-sock-you-with-capital-gains-payouts-this-year
2019 M* article on CGs naming locations including MFO.
https://www.morningstar.com/articles/904867/how-to-help…
See this link in inprivate browsing window for explanation:
https://www.bizjournals.com/baltimore/news/2020/11/19/t-rowe-price-to-launch-new-investment-subsidiary.html
Agree with Lewis. Also, Google U.S. International Development Finance Corporation and Peter Navarro. I believe Kodak's highest closing price was in the $30s before everything fell apart.
There was some discussions in August concerning Kodak.
htt…
@bee
Whatever you decide to personally do, you need to check with your state regulator to see if there are any complaints and the number of them registered. The regulator will not go into details of the complaint or name names, but you can get an …
A reverse mortgage should be the last resort if all other avenues have been exhausted as the related fees are extremely high. Heard of instances when family members thought they were going to inherit the home only to learn there was a large lien a…
Reverse mortgages are very fee expensive and complicated for possible heir(s). Believe you will have to talk with counselor which is required where I live. Better to take out a HELOC than reverse mortgage. If you belong to credit union, you may f…
Here is the original post for the fund:
https://www.mutualfundobserver.com/discuss/discussion/56698/t-rowe-price-u-s-limited-duration-tips-index-fund-in-registration
