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.
I think the change in investment strategy allows the manager "to invest" in SPACS; it does not mean the manager has to invest in SPACs. Not all SPACs are successful...
This section is also new:
...will construct a portfolio for the Fund that the Adviser believes has the potential to generate a high level of current income, while maintaining a fixed income portfolio duration of 2.0 or less.
Here is the old sectio…
I owned it too until they changed it over at which time I sold it. The old fund was expected to pay $7/$8 per share capital gain on the brink of the change, so I unloaded it.
Artisan Partners used to have an Artisan International Small Cap Fund for several years in which it was closed (I believe it was opened in 2001). It was later renamed to the Artisan International Small-Mid Fund in 2018. Originally, Mark Yockey use…
While it does not give an actual overall rating, quarterly financial call reports are are prepared and submitted by banks to a repository. Uniform Bank Performance Reports (UBPRs) are generated based on the information submitted from those call rep…
Here is an article from Calamos:
https://www.calamos.com/globalassets/media/documents/product-literature/reprint/bloomberg-new-stock-etfs-offering-100-percent-downside-protection-are-coming-4-22-24.pdf
update:
https://www.sec.gov/Archives/edgar/data/1413594/000110465924044129/a24-8908_3497.htm
497 1 a24-8908_3497.htm 497
abrdn Funds
(the "Trust")
abrdn Emerging Markets Sustainable Leaders Fund (the "Fund")
Supplement dated April 5, 2024 to the…
According to their web page, a defined benefit plan may be one option to get in should your employer offer it.
https://www.virtus.com/products/kar-small-cap-core#shareclass.A/period.quarterly
Once you are able to purchase the fund in a defined be…
I subscribe to the paper copy which comes out bi-monthly for $39 per year.
Here is a link that I found:
https://www.bottomlineinc.com/subscribe-to-bottom-line-personal
And now Franklin Templeton is changing its micro cap value fund to a small-mid cap value fund which I have owned for numerous years. I don't need another small-mid cap value fund so I guess it is time to sell it.
I used to own Pinnacle Value Fund…
There are I and S classes, but there are no symbols for the funds:
https://www.sec.gov/Archives/edgar/data/736913/000089843224000091/0000898432-24-000091-index.htm
From a Rondure email:
January 10, 2024
Dear Shareholders:
After careful consideration, Rondure Global Advisors has decided to close the Rondure Overseas Fund (ticker: ROSIX/ROSOX) on February 8, 2024. It was a difficult decision, but after weighi…
You may want to read David's review in the August 2023 commentary.
https://www.mutualfundobserver.com/2023/08/the-unfortunate-manager-the-ill-timed-bus-and-you/
@stillers,
Sorry, I read the OPs question rather than getting in any fund managed by Mr. Krug as to getting in a closed fund managed by Mr. Krug.
https://www.sec.gov/ix?doc=/Archives/edgar/data/935015/000119312523227441/d515026d497.htm#xx_1e50d048…
Unfortunately, ARTFX is closed as per the website:
https://www.artisanpartners.com/individual-investors/investments/credit-team/high-income-fund-artfx.html
