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.
They purchased and owned what was at one time the Babson Funds which later became the Tamarack Funds. I had both the Babson Enterprise (TETSX) and the Babson Shadow Stock Fund (later known as the Microcap Value Fund (TMVSX)). Lance James was the m…
Here is the fixed link to the MFO thread on developed small caps:
http://www.mutualfundobserver.com/discuss/discussion/34561/investing-in-developed-markets-think-small
@AMatMFO
I purchased CNRYX through the transfer agent for low minimum. It was offered on the application. Not an issue.
Can also purchase CNRYX through Scottrade for low minimum.
From Scottrade:
Minimums:
Initial
100.00
Additional
100.00…
You can purchase CNRYX through the transfer agent with no initial minimum.
You may be able to buy CNRYX through the transfer agent then transfer it to your brokerage provided the brokerage has a buy/sell agreement for the fund.
As a side note, I called the transfer agent on a Friday on their 800 telephone number; I received the regular application the next day's mail in an overnight delivery envelope.
Very expedient.
I have owned PVFIX for many years. My initial investment is approaching "doubling" in the fund. When I first purchased the fund, Mr. Dreysher used to write accompanying articles to PVFIX shareholders, which I haven't seen for some time. Fund is co…
I would look at David's write-up from last year:
http://www.mutualfundobserver.com/2016/10/fund-profile-city-national-rochdale-emerging-markets-fund-rimix-cnryx/
Incidentally, I own a very minimum amount in the fund.
I bought mine through TRP, but it took a while as the online system was not set up to buy it. I tried to buy it on 5/25, but the purchase/exchange to obtain it never occurred. I tried again last week and was finally able to purchase it.
@Ted
Thanks for catching this one...I didn't see it.
http://longleafpartners.com/sites/default/files/categories/Documents/Longleaf-Partners-Closed-to-New-Investors-06092017.pdf
@PRESSmUP
While many people (including myself) cannot afford either fund, I thought it was strange that management dropped the minimums, in this case from $5MM to $250K and the other fund so much. You'll remember that David posted the AQR Funds cl…
While there are many good choices posted above, I'll throw in SBSIX which can be purchased through Scottrade for an initial minimum of $100.00 plus T/F.
@BenWP
Based on what I remember reading in the prospectus and David's information in this month's commentary, you should be able to buy the institutional shares/investor shares for the same $2K or $1K with AIP plan directly from Rondure. The terms…
@JoJo26
He may have been a Think or Swim customer. When TSA and TOS merged, many new TSA customers were granted the trade rate offered by TOS on their accounts. TDA did that with one of my TOS accounts.
T Rowe Price US High Yield Fund registration filing:
https://www.sec.gov/Archives/edgar/data/754915/000075491517000016/uhy2ndfiling485a.htm
(Approximate Date of Proposed Public Offering May 22, 2017)
*******Update************
https://www.sec.gov/Archives/edgar/data/1141306/000089180417000237/hend70884-497.htm
497 1 hend70884-497.htm HENDERSON HIGH YIELD OPPORTUNITIES FUND
HENDERSON GLOBAL FUNDS
Henderson High Yield Opportunities Fund
Su…
I am in the process of transferring my account from Scottrade to Wells Fargo Advisors (my family has their accounts there). I have been notified in the past by TDA that they were not going to let me trade some of my holdings; thus, I had to transfe…
https://www.sec.gov/Archives/edgar/data/915802/000104916917000049/fit-grandeurpeakemopm22017.htm
497 1 fit-grandeurpeakemopm22017.htm
FINANCIAL INVESTORS TRUST
SUPPLEMENT DATED FEBRUARY 1, 2017 TO THE PROSPECTUS AND STATEMENT OF ADDITIONAL…
Follow-up as of 1/27 to above:
https://www.sec.gov/Archives/edgar/data/832808/000119312517021341/d331564d497.htm
497 1 d331564d497.htm SANFORD C. BERNSTEIN FUND, INC.
SUP-0119-0117
LOGO
SANFORD C. BERNSTEIN FUND, INC.
-Short Duration Calif…
Here is the "soft close" announcement from their website :
http://kopernikglobal.com/sites/default/files/Kopernik Global All-Cap Fund - Soft Close Document wFS.pdf
It is good to see they are going to allow investors to purchase the institutional or investor fund shares for the same investment amount:
Excerpt:
"PURCHASE AND SALE OF FUND SHARES
The Fund offers two classes of shares, Investor Class and Institu…
I agree with msf about FPA funds. I still own both FPPTX (when it was load fund and got in before it closed the last time) and FPACX (never had a load). FPACX is expensive and bloated. Once Bob Rodriguez stopped managing FPPTX, the fund went down…
@VintageFreak
Incidentally, I posted the fund's closing earlier this month:
http://www.mutualfundobserver.com/discuss/discussion/30594/champlain-focused-large-cap-value-fund-to-liquidate#latest
