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.
@MikeW,
I didn't really notice BHBFX until I saw the SEC filing for the Broadview Opportunity Fund being reorganized. After reading about the initial reorganization filings, I started to research what Madison Funds were available and how they were…
@MikeW
BHBFX is the "Y" class of this fund offered by Madison. If you want to get in cheaper than $25K as required by Madison, you can purchase the Broadview Opportunity Fund. When the Broadview Opportunity Fund is reorganized into Madison Small …
Update:
https://www.sec.gov/Archives/edgar/data/1586281/000139834419012455/fp0044476_497.htm
497 1 fp0044476_497.htm
Broadview Opportunity Fund
Supplement to Prospectus and Summary Prospectus dated January 28, 2019
On May 13, 2019, the Board …
Yes, they recently filed for the Strategic Endowment Fund registration.
If at first you don't succeed, try try again or desperate times call for desperate measures....it doesn't matter which applies, the funds are just purely bad!
I have it in both taxable and non-taxable accounts. Yes, the fund has been sub-par for last several years as value as been out of favor. I have a moderate amount in taxable and monthly DCA into non-taxable account.
While I have many other funds…
Updated: N-14 filing:
https://www.sec.gov/Archives/edgar/data/1040612/000104061219000072/broadviewmadisonformn-14pe.htm
Incidentally, investors with Broadview Opportunity Fund, once converted can:
Comparison of Purchase and Redemption Procedures…
While I don't own it, BFOCX, Berkshire Focus Fund, has been on my radar.
Yes, the fund has high turnover/high fees, but the fund has performed well over last several years.
This is not the first time this fund has done this:
https://www.sec.gov/Archives/edgar/data/1650149/000089418918006607/spt-equable_497e.htm
Equable Shares Small Cap Fund (Series 1)
(Class I EQSIX)
A Series of Series Portfolios Trust
December 3,…
updated again 7/2:
https://www.sec.gov/Archives/edgar/data/1486174/000143510919000310/chou497.htm
497 1 chou497.htm
CHOU AMERICA MUTUAL FUNDS
Chou Opportunity Fund (CHOEX)
Chou Income Fund (CHOIX)
Supplement dated July 2, 2019 to the Prospe…
@David_Snowball,
Thank you and thanks to you, Chip, and the countless efforts of others, and of course the posters for making the Board what it is today!
Updated again:
https://www.sec.gov/Archives/edgar/data/1486174/000143510919000308/chou_497e.htm
497 1 chou_497e.htm
CHOU AMERICA MUTUAL FUNDS
Chou Opportunity Fund (CHOEX)
Chou Income Fund (CHOIX)
Supplement dated July 1, 2019 to the Prospe…
Briefly, from what I saw it is ultra-high investment amount which is higher than institutional class. They can call it whatever they want since it is their mutual funds.
Minimum Initial Investment
For the Investor Class, the minimum initial inv…
Just found this Bottomline Personal article written by David (sorry if this was already posted earlier).
https://bottomlineinc.com/money/mutual-funds-etfs/these-attractive-funds-focus-on-overlooked-midcap-stocks
Update:
https://www.sec.gov/Archives/edgar/data/1486174/000143510919000266/chou497.htm
497 1 chou497.htm
CHOU AMERICA MUTUAL FUNDS
Supplement dated June 12, 2019 to the Prospectus dated May 1, 2019, as supplemented
On June 5, 2019, the Board …
I forgot that David wrote an assessment of the Low Duration High Yield Fund.
https://www.mutualfundobserver.com/2018/02/launch-alert-crossingbridge-low-duration-high-yield-cbldx/
@msf,
I stand corrected; I should have said that it was not exactly the same, but has the same manager as RPHYX and similar investment philosophy.
I found the summary prospectus from the Crossingbridge Funds website. Institutional class is $250…
I thought RPHYX was open on a limited basis?
From the 1/28/19 summary prospectus,
https://www.sec.gov/Archives/edgar/data/1494928/000139834419001751/fp0038745_497k.htm
The Fund is currently available for sale on a limited basis. The following gro…
I was looking at some of the other Madison Funds:High Income and Covered Call & Income Funds. I have already called to see if I would be grandfathered to buy other "Y" class funds for less than $25K. Too early to get all the details.
Basically…
https://www.sec.gov/Archives/edgar/data/1040612/000104061219000058/madisonsmallcapprospsupple.htm
Madison Funds
Supplement dated May 22, 2019
This Supplement amends the Prospectus of the Madison Funds and the Summary Prospectus
for the Madison S…
https://www.sec.gov/Archives/edgar/data/787623/000119312519148019/d751316d497.htm
Update:
497 1 d751316d497.htm TRANSAMERICA MULTI-CAP GROWTH FUND
TRANSAMERICA FUNDS
Supplement to the Currently Effective Prospectuses, Summary Prospectuses and …
Incidentally, both the focus and focus-plus strategy funds also reopened.
Vulcan Value Partners Focus
Vulcan Value Partners Focus Plus
https://www.pionline.com/article/20190418/ONLINE/190419831/vulcan-value-partners-reopens-large-cap-equity-strate…
Purchased MSCFX after it made 2018 distributions. It is a small cap core fund. Also have PRDSX being a quant fund for growth.
If you don't care about expenses, WMICX (small cap core) has been on a tear the last several years.
After December 31, there was a message that it would be no longer available. There would be a modified version available to online subscribers, but not to the general masses.
Here is the link from GP. It reads as if a "hard close" except to existing investors only.
https://www.grandeurpeakglobal.com/documents/grandeurpeakglobal-pr-20190329.pdf
After thinking about this, this may be the annual filing listing the same information as last year like @Ted mentioned. It just serves as a reminder that the fund is available directly through Vanguard.
This was a private fund before it became a mutual fund (from SEC registration filing):
https://www.sec.gov/Archives/edgar/data/29440/000119312514047900/d647972d485apos.htm#toc152158_1g
A private fund managed and funded by Dodge & Cox was reorg…
As a side note, the small cap fund is/was managed by Frank L. Susteric who was withTurner Funds who ran its Emerging Growth Fund/Micro Cap Fund.
My guess is the non-compete contract that was signed when Chartwell acquired Berwin Funds ended as so d…
