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Reply to @bee: Regarding micro caps, I probably have too many and too much overlap but many of mine are closed with a few still open. I have a foothold in some of the following except others available:
closed:BUFOX, BRUSX, WSCVX, FRMCX
open: TMCG…
Regarding SATMX, here is the link (an August 16, 2013 article) from their web site announcing when they plan to close SATMX.
http://www.prnewswire.com/news-releases/got-us-small-cap-exposure-advisors-rush-to-invest-in-small-cap-funds-before-they-c…
Reply to @varmint: I also own BRUSX since BRMCX was reorganized into BRUSX. I took the option of getting into the fund since I missed it the first time and continue to invest in it prior to it having another "hard" close.
You are lucky to have …
Reply to @bumine: Just took a quick look at M*, which gives it four stars. While there are a lot of assets under management, it appears to be performing well in this market.
http://quotes.morningstar.com/fund/mlrsx/f?t=MLRSX
A lot of people contributed to this list to make it what it is. As per your request, here is the link (right now it is on page 5).
http://www.mutualfundobserver.com/discussions-3/#/discussion/8111/2013-preliminary-capital-gains-distribution-estima…
Reply to @jerry:
I am a shareholder also since 2008. There was a restriction effective July 1, 2010, which states:
"...The following paragraph is added under the section "GENERAL INFORMATION." The following policy will be implemented by the Fun…
Vanguard Funds (updated as of 12/9/13 & includes more index funds)
https://personal.vanguard.com/us/insights/article/estimated-yearend-distributions-12092013
Satuit Funds (SATMX...ouch!)
http://www.satuitcapital.com/new/satuitcapitalmanagement…
Here is their registration filing back in July:
http://www.sec.gov/Archives/edgar/data/831114/000110465913054106/a13-16436_1485bpos.htm
The delay may have to do with the new ownership vote by shareholders in Robeco.
Brown Capital Management Funds
http://www.browncapital.com/distributions.html
Allianz Global Funds
http://us.allianzgi.com/ShareholderCommunications/External Documents/2013_Cap_Gains_Estimates.pdf
Metropolitan West Funds
http://www.mwamllc.com/fun…
I saw this filing yesterday, but I didn't understand it until I read the morningstar article you posted. I didn't know what the prior conditions were when the fund closed in comparison with the new conditions posted. (it is clear as mud.)
http://w…
A couple of other growth micro-cap funds were not included: SATMX (formerly Satuit Micro-cap fund and TMCGX (formerly Turner Micro-cap fund). For value plays, PVFIX.
The Growth fund paid a Short-Term Capital Gain Per Share of $0.92390
& Long-Term Capital Gain Per Share $12.30854 (ouch!).
http://meridianfund.com/index.php?cID=237
It may not continue to pay large distribution amounts in the future. Was t…
Bridgeway Funds (large ultra small company fund payout)
http://bridgeway_web.s3.amazonaws.com/cms/documents/cfdfe8c50396a90e/2013_Distribution_Estimates.pdf
Calamos Funds (some large payouts especially for Growth and Global Growth & Income funds)
http://www.calamos.com/~/media/documents/tax-center/calamos-2013-capital-gains-estimates
Hennessy Funds
http://hennessyfunds.com/capital_gains_and_distr…
Deja vu. Franklin/Templeton used to have a domestic L/S which was later merged into its global L/S. The global L/S fund was later reorganized into some other fund as it was not successful.
US Global Investor Funds
http://www.usfunds.com/media/files/pdfs/dividend-memos/Estimateddividends2013.pdf
Turner Funds (large payouts for Emerging Growth, Mid Cap Growth and Small Cap Growth Funds)
http://www.turnerinvestments.com/tax-information/…
