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@PressmUP
The prospectus link covers Seafarer, GP, Emerald, Aspen Partners and other mutual funds. The prospectus is all-encompassing of the funds issued by Financial Investors Trust. GP is down the page.
The closing was hidden in the Summary Prospectus:
https://www.sec.gov/Archives/edgar/data/915802/000139834416017861/fp0021369_497k.htm
Excerpt:
Purchase and Sale of Fund Shares
The Fund offers two classes of shares, an Investor Class and an Inst…
https://www.sec.gov/Archives/edgar/data/734383/000093247116013843/ps_57072016.htm
497 1 ps_57072016.htm VANGUARD DIVIDEND GROWTH FUND
Vanguard Dividend Growth Fund
Supplement to the Prospectus and Summary Prospectus
Important Note Re…
USAA paid well also from January 26, 2016 article:
http://www.mysanantonio.com/business/article/San-Antonio-based-USAA-announces-annual-6785116.php
Excerpt:
"...Workers will receive a bonus equal to 17 percent of their annual base pay for 2015, s…
One of the articles indicated that they (Wastach) wished her will in her endeavors. I guess she decided it was time to move on. She will continue on at Wasatch until 6/30.
http://www.wandtv.com/story/32153365/wasatch-announces-portfolio-manager-…
I am sure David's Q & A with Seafarer's management will be better than the Yahoo story below:
http://finance.yahoo.com/news/seafarer-capital-partners-launches-seafarer-172500423.html
Update:
http://www.sec.gov/Archives/edgar/data/1013881/000119312516605102/d160984d497.htm
497 1 d160984d497.htm NUVEEN INVESTMENT TRUST
NUVEEN TRADEWINDS VALUE OPPORTUNITIES FUND
SUPPLEMENT DATED MAY 27, 2016
TO THE PROSPECTUS AND SUMMARY PR…
I received an account statement from the new transfer agent (and one from the prior agent) reflecting the change over to Chartwell. I have not seen a link to access my accounts at the new agent (it was not listed on my statement either). I think I…
The top 10 holdings in NASDX and USNQX as per Google:
Nasdx
Security Net Assets
Apple Inc (AAPL) 9.51%
Microsoft Corp (MSFT) 6.39%
Facebook Inc A (FB) 5.09% …
The March 2016 Kiplinger's magazine "Annual Mutual Fund Issue" section ranks NASDX, for large growth:
#3 for 3 years;
#1 for 5 years; and
#4 for 10 years.
In each instance, it beats out USNQX.
NASDX is .49% with a fee waiver (NDXKX is related but K class). NASDX is directly with Shelton, which I own (I used to own USNQX but sold it to purchase NASDX because it performed better). I suspect K class is through brokerages rather than NASDX …
Here are two local links regarding Bernie Klawans:
Obituary: http://articles.philly.com/2011-12-22/news/30547045_1_mutual-fund-retirement-community-engineer
http://www.bizjournals.com/philadelphia/stories/2003/01/13/focus2.html
Since we are on that topic, here's Vanguard's Wellington Fund:
http://www.sec.gov/Archives/edgar/data/105563/000093247116013013/ps21022013.htm
497 1 ps21022013.htm SUPPLEMENT TO WELLINGTON
Vanguard Wellington™ Fund
Supplement to the Prospec…
Here is an earlier discussion on the change:
http://www.mutualfundobserver.com/discuss/discussion/25736/taymour-r-tamaddon-to-leave-t-rowe-price-health-sciences-fund-but-stays-with-t-rowe-price#latest
@msf
I did see the delayed filing; however, there was not reason listed for the delay; a couple of days later the amended filing was filed again listing the revised date.
@Amir
I did notice the "No front-end, deferred sales load...," but I was hoping that existing Berwyn shareholders receive "I" shares like the Lake Michigan Bond fund post I linked up last night.
@msf
The $675,000 amounts to the value of a house in Bergen, Essex, or Morris County NJ if nothing else. There is talk is getting rid of the estate tax, but it is only talk and something will need to fill the monetary void by getting rid of the est…
Being in NJ, Christie is not well liked right now as he is traveling with his security entourage on the NJ taxpayers' dime and the State economy is going nowhere. Christie was out of the state more than he was in the NJ last year. Bridgegate did n…
@davidmoran
As I start to approach retirement in about nine years, I will be one of those fleeing NJ due to high taxes. Looking at Texas with no personal income tax as the place to go.
@heezsafe
I found the N-14 filing for Investment Managers Series Trust under "Berwyn".
http://www.sec.gov/Archives/edgar/data/1318342/000139834416009080/fp0017549_n14.htm
While the filing makes no mention of receiving "I" shares for existing Ber…
@heezsafe
Since the Killen Group is being acquired, what are the chances are that those with existing investments in the Berwyn Funds will be converted to "I" shares (similar to what happened with the Stratton Funds being acquired by Sterling Capit…
Here is a link discussing the acquisition of The Killen Group:
http://www.businesswire.com/news/home/20151216006307/en/TriState-Capital-Expand-Chartwell-Investment-Management-Business
Here is an older link discussing Tri-State Capital acquiring Ch…
