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.
Conestoga Small Cap Fund
http://www.conestogacapital.com/mutual fund.htm
Calvert Funds
http://www.calvert.com/newsArticle.html?article=20762&source=RSS:+Calvert+News
Aberdeen Funds
http://www.aberdeen-asset.us/doc.nsf/Lit/ContentUSOpenAsia…
Fidelity Funds (besides the above link which shows retail, this link shows Advisor, Retail, and Destiny Funds)
https://fiiscontent.fidelity.com/779189.PDF?pos=R
Cove Street Capital Small Cap Value Fund
http://covestreetfunds.com/PDFs/Capital Gains.pdf
Ivy Funds
https://www.ivyfunds.com/sites/default/files/cap_gain_estimates_ivy.pdf
Wasatch Funds
https://secure.wasatchfunds.com/~/media/Docs-Fund/2013_Est…
Janus (Twenty, Forty and Venture have large payouts)
https://ww3.janus.com/SiteObjects/published/FFFFFFFFA8347B540106A689CB6E5086/F92C2C0B96A0FC5D381FC3C8C7C18819/file/Janus Funds Preliminary Distribution Estimates 2013.pdf
FMI Funds
http://www.fi…
Reply to @willmatt72:
Here is David's assessment back in September 2012 about the fund towards the bottom of screen when it last reopened.
http://www.mutualfundobserver.com/2012/09/september-1-2012/
This fund took the alternative avenue:
http://www.sec.gov/Archives/edgar/data/1552947/000091047213004050/tworoadsariaterminationstick.htm
Alternative Avenue Fund (AAVEX)
See earlier discussion on the fund's closing.
http://www.mutualfundobserver.com/discussions-3/#/discussion/6620/templeton-frontier-markets-fund-to-close
Reply to @VintageFreak:
While the fund is closed to new investors, since you already have a position in the fund, you should be able to open a new account in a taxable account provided that you can demonstrate you own the shares by submitting a rec…
Reply to @PRESSmUP: That is why I added this. Might be funny on the monthly commentary.
Link from transfer agent of the fund Mutual Shareholder Services for prices and returns.
http://www.mutualss.com/currentprices.aspx
Actually, the fund is doi…
Your welcome!. Here are some others:
First Eagle Flexible Risk Allocation Fund
http://www.sec.gov/Archives/edgar/data/906352/000093041313004597/c75063_485apos.htm
RSQ International Equity Fund
http://www.sec.gov/Archives/edgar/data/890540/000…
SEQUX is $5K for taxable account; $2,500 for non-taxable account. Would not buy SEQUX for taxable account due to potential amount of capital gain exposure; I hold SEQUX in my non-taxable account. One pitfall is paying annual $12 maintanence fee fo…
http://www.sec.gov/Archives/edgar/data/745467/000119312513360088/d594489d497.htm
September 6, 2013 SAI of above information with some differences from above.
Reply to @Art:
FWIW, it appears to be the same management team except that the sub-advisor will become the investment advisor. If you are interested in the fund and if there any changes, you will be probably be grandfathered from the changes (exam…
I prefer the Quaker Event Arbitrage Fund (QEAAX). I held the Pennsylvania Avenue Event Driven Fund (PAEDX) with Thomas Kirchner prior to the reorganization with Quaker. Shareholders of PAEDX prior to reorganization were grandfathered from paying f…
