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As a Janus investor with "D" shares for years, I used to be able to make exchanges on-line for little as $100.00 into new non-taxable accounts. I logged into my account to make a small exchange from one of my other accounts on-line into the unconst…
For copyright reasons, I found the article link, which is below.
http://www.bottomlinepublications.com/content/article/wealth-a-retirement/faltering-funds
From the link in MFO post, http://www.mutualfundobserver.com/discuss/discussion/14903/causeway-funds-in-registration#latest,
the following information was posted in their SEC filing:
"...The Fund expects to pay significantly increased taxable di…
From the link, I did find this concerning International Opportunities Fund:
*“Management Fees” and “Other Expenses” have been restated reflecting the new advisory fee as of October [XX], 2014 and the related change in the Fund’s investment strateg…
I also own WAMVX, GPROX, BRUSX and WSCVX in taxable accounts. It appears that you have several small cap value funds.
I suspect that if you have held WAMVX since 2003, then you probably have substantial capital gains in the fund as I note my WAM…
I did find a link for Bottomline; however, it only has certain articles which are at least a month old and then some after the published version. Also, while it has certain articles, maybe from the staff writers, but I could not find any of David's…
I believe VWELX is closed to third party financial intermediaries only. Interested parties can still buy the fund directly through Vanguard. See the link below.
http://www.sec.gov/Archives/edgar/data/105563/000093247113005690/ps2102201355x85.htm
…
ANGIX is available at Scottrade for low minimums. ANGLX requires an advisor at Scottrade. I have owned ANGIX for over a year in taxable and non-taxable accounts.
Reply@LLBJ
David's August 1, 2013 commentary had a synopsis of the Grandeur Peak Funds that you mentioned.
http://www.mutualfundobserver.com/2013/08/august-1-2013/
I have a few shares of ANGIX in taxable and non-taxable accounts with Scottrade. Pays monthly dividends; not a bad performer. Bought shares through Scottrade as they have low minimums.
I did find a summary sheet:
http://www.sec.gov/Archives/edgar/data/1311981/000116204414000519/adiron497ad201405.pdf
which was filed prior to the other link I posted above.
I am posting a link below to all of the Adirondack filings (hopefully, it …
Found this recent filing which may be of some interest about the fund:
http://www.sec.gov/Archives/edgar/data/1311981/000116204414000552/adiron497ad201405.pdf
@mrdarcey: DODLX seems destined for 5/1/14 as per this 4/7/14 filing.
http://www.sec.gov/Archives/edgar/data/29440/000119312514133696/d647972d485bpos.htm
Since interested purchasers will have to wait the required waiting time, there is no reason t…
You beat me to it.
http://www.sec.gov/Archives/edgar/data/915802/000091580214000011/globalreachfundsoftclose0416.htm
497 1 globalreachfundsoftclose0416.htm FINANCIAL INVESTORS TRUST
Grandeur Peak Global Reach Fund
(the “Fund”)
SUPPLEMENT DATED…
Van Wagoner Funds. I invested as the funds came out, held on as they went up, then they came down hard when accounting issues surfaced which is where I sold my positions, only breaking even.
Amerindo Fund did well then fell apart when the market f…
I was one of those individuals that was able to get into BRUSX upon the BRMCX reorganization performed by Bridgeway in 2012. The only regret I have is that I did not buy into BRUSX sooner when I had the chance.
Here is the SEC filing concerning the change:
http://www.sec.gov/Archives/edgar/data/107606/000093247114004939/mergedwindsorii.htm
497 1 mergedwindsorii.htm SUPPLEMENTS
Vanguard WindsorTM II Fund
Supplement to the Prospectus and Summary Prosp…
Reply to @Hank
Here is the earlier post of the registration of the fund from mid-February:
http://www.mutualfundobserver.com/discuss/discussion/11248/dodge-cox-global-bond-fund-in-registration-prospectus#latest
Reply to @willmatt72: I suspect that they will begin to roll out one of the other remaining funds that David mentioned in his August 2013 commentary which were the US Opportunities, Global Value, or Global Microcap in the next couple of months. (I w…
Reply to @MikeW: Global Opportunities & International Opportunities Funds are already closed to new investors (incl. taxable and non-taxable accounts). Global Reach is still open and Emerging Markets Opportunities Fund is slated to close 3/5/14.
This just came up on the Grandeur Peak web site concerning the International Opportunities, Global Opportunities and Emerging Market Opportunities Funds:
http://www.grandeurpeakglobal.com/documents/pdfs/grandeurpeakglobalfunds-pr-20140219.pdf
Reply to @msf: It took a little while but I found the SEC filing listed above from MFwire as it is under Variable Insurance products (not my usual haunt when looking for filings). For some reason it came up under Columbia Funds Variable Series Trus…
Reply to @bee: Can't say I own any of the nano cap companies listed. That is why I let the M/F professionals handle my $$$. Wouldn't mind investing in a nano cap fund if one were available. It wouldn't be open for long. I do subscribe to the Bo…
