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.
Tough choice, but isn't LLSCX more mid-cap blend, while Vulcan small cap is more small cap blend? Guess it depends what you are looking for?
I do own Vulcan Value Small Cap fund.
@Crash,
Sorry for his exclusion. I know of two candidate running presently as our primary is next month. If he has some good plans, I may consider him. I'm open minded.
@BrianW
You live in a country that has the freedom to select whoever you like by means of an election.
You are entitled to your beliefs and ideas. As I indicated earlier, I know Biden has some issues also, but the decision is up to each voter thi…
Apparently you are supporting Trump? But then again that is your choice and you can since you have the freedom to select whoever you want.
He has shown he is not open minded and narcissistic. My sight is not weak in that regard.
I have some issues with Biden as well, but if I had to make a choice between only two people running for office of who best represents my interest and others, I would take Biden hands down. Not that it has any influence, but I have voted Republican…
update:
https://www.sec.gov/Archives/edgar/data/101507/000143510920000104/usgi_497e.htm
497 1 usgi_497e.htm
U.S. GLOBAL INVESTORS FUNDS
Holmes Macro Trends Fund (the “Fund”)
Investor Class Shares
Supplement dated April 28, 2020, to the Prospec…
https://www.troweprice.com/personal-investing/tools/fund-research/PRIDX
T Rowe Price website indicates that the fund is closed to new investors.
"PRIDX is closed to new investors."
On a couple of tv stations, local news or CNBC, his press entourage said that his comment was "taken out of context" and it was also said he was "joking". Ironically, he is the joke.
Looks like Trump has been tanning too much with the raccoon eyes from wearing his sunglasses. Maybe that it is how he thinks he is immune to getting Covid-19.
@Crash
Maybe with brokers like Schwab, Firstrade, or some other brokerages share classes do not mean anything, but when you try to buy a certain fund class with the transfer agent, it means everything. I couldn't buy the "Y" class of Madison had …
Just found Fidelity closed three of its money market funds a couple of weeks ago (sorry if this was already posted previously):
https://www.pionline.com/investing/fidelity-closes-3-money-market-funds-new-investors
or
https://www.nasdaq.com/articl…
Additional information:
https://www.janushenderson.com/en-us/advisor/bio/alec-perkins/
Alec Perkins is a Portfolio Manager at Perkins Investment Management LLC responsible for co-managing the Perkins All Cap Value strategy since 2011 and the Value…
I had a co-worker that bought tax liens. He did it for a while; he even ended up living in one of the tax lien properties that he bought only to sell it later. Eviction is the hard part with state laws varying state to state. Better have an attor…
Still own Calamos Market Neutral (CVSIX) and Invenomic Investor class (BIVRX). Bought BIVRX about a month before the market fell off a cliff. Waiting for BIVRX's NAV to climb again.
I have had CVSIX for many years so I am still ahead with it.
@VintageFreak
Here is copy of Grandeur Peak Chairman's letter I posted in February.
https://www.grandeurpeakglobal.com/documents/grandeurpeakglobal-is-20200131.pdf
@VintageFreak
From the GP website, I looked at their top 10 holdings as of 1/31/2020 for the Micro Cap, Reach and Contrarian funds. I saw two holdings that were in each of the three funds, but held different percentage amounts in each fund.
@VintageFreak,
There is probably some overlap; however, as funds out grow their size limit, they may be carried in another fund. For example GPMCX may have some overlap with Contrarian and Reach, it is not completely the same. Some of those hold…
Just found the SEC Filing so it is not an April Fools joke!
https://www.sec.gov/Archives/edgar/data/915802/000139834420007183/fp0052318_497.htm
497 1 fp0052318_497.htm
FINANCIAL INVESTORS TRUST
SUPPLEMENT DATED MARCH 31, 2020 TO THE SUMMAR…
@Derf
That thought crossed my mind as well! However, I received the same GP email at two different email addresses. I am sure other investors received the same email.
https://www.sec.gov/Archives/edgar/data/806633/000119312520017093/d842170d485bpos.htm
From the 1/31/2020 prospectus:
Open/Closed Status of Funds. The Emerging India Fund, Emerging Markets Select Fund, Emerging Markets Small Cap Fund, Frontier Emer…
Still own IOFIX. Found a recent article similar to Davfor concerning IOFIX sell-off:
https://www.reuters.com/article/us-health-coronavirus-alphacentric/fund-manager-alphacentric-looks-to-raise-cash-as-coronavirus-bites-idUSKBN21A1PG
(similar exce…
