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Here are some other Dundee funds resulting from reorganization/merger/liquidation:
http://www.sec.gov/Archives/edgar/data/1365151/000153442413000334/f13-0686.htm
Reorganization:
JOHCM Emerging Markets Opportunities Fund
Institutional Shares - JO…
http://www.sec.gov/Archives/edgar/data/1217286/000119312513345010/d587127d497.htm
JPMorgan Global Opportunities Fund
http://www.sec.gov/Archives/edgar/data/1217286/000119312513344972/d587105d497.htm
JPMorgan Russia Fund
http://www.sec.gov/…
Question, if some one buys the Bruce Fund in one of the remaining 48 states, and moves to Texas or Nebraska, what happens next? Does the Bruce Fund close you position out, do you have to sell your fund or will the fund not accept anymore optional c…
Reply to @David_Snowball:
Funny you should mention Van Wagoner. I bought into several of his funds when they first became available, because of his stellar performance with Govett Small Company Fund and made some money. Problem was I held on to …
Reply to @VintageFreak:
I found out that there are a limited number of brokerages that sell Omni funds. For example Wells Fargo Advisors does not, but TDA, and some others do sell it (I believe there are 6 or 7 total). Not willing to pay for bro…
Reply to @hawkmountain:
Have you been tempted to open an account with Bridgeway to increase your BRUSX holdings? Initially, I purchased BRMCX shares in taxable brokerage account when BRMCX reopened; I purchased some additional BRMCX taxable acco…
I also hold BRUSX and BRAGX from the reorganization of the micro-cap limted fund and re-opening, respectively. Continue to put money into BRUSX monthly since I hold it with Bridgeway.
Registration filing link:
http://www.sec.gov/Archives/edgar/data/1480207/000119312513336523/d585229d485apos.htm
No expense information listed as of yesterday's filing.
Reply to @catch22: You are correct about the load. On April 1, 2013, FPA did away with the loads on all of their funds (only Crescent did not have a load).
I own FPACX and FPPTX with FPA directly. Bought FPPTX before it closed a second time with…
I own FRMCX, which has been closed for some time, in a taxable account. Also own AUMIX and AVALX in non-taxable accounts; BRSIX and PVFIX in taxable accounts. BRSIX (is more like a small cap index fund) and PVFIX (slow and steady performer with a …
Reply to @David_Snowball:
Thanks for the update!
Here is the PDF news release David mentioned:
http://www.artisanpdfcentral.com/data/newspage/2013.24.6Global Small Cap_PR_R.pdf
Reply to @kevindow: I purchased AUMIX and AMCIX in my non-taxable account some time ago for no minimum at TDA. Unfortunately, neither fund compares to my BRUSX which I received from the BRMCX/BRUSX reorganization.
Here is a copy of the mass email (same as PDF above) I received fron Grandeur Peaks:
Dear Fellow Shareholder,
We will be launching the newest Grandeur Peak Fund, the Grandeur Peak Global Reach Fund (GPROX/GPRIX) on June 19th. This Fund will con…
I have the Advisor shares in my Roth with brokerage. I may convert 1 share of the Advisor class into a regular account at a later time. Not many Frontier funds available besides Wasatch and Templeton.
While Templeton has more AUM, is this an indi…
http://www.sec.gov/Archives/edgar/data/915802/000119312513191416/d485683d485bpos.htm
New prospectus for Global Reach Fund & Emerging Markets fund with expense information.
http://www.sec.gov/Archives/edgar/data/357204/000100329713000137/westcore497.htm
WESTCORE TRUST
Supplement dated April 17, 2013 to the Westcore Equity and Bond Funds Prospectus dated April 30, 2012 and the Westcore International Small-Cap …
Have owned the fund for several years when the NAV was in the high $200's, now over $400. You don't buy much for $1K when the NAV is in the high $200's. They just started having online access several years ago. Plan on keeping the fund as it has p…
http://www.bloomberg.com/news/2013-04-10/jenner-said-to-raise-100-million-for-health-care-fund.html
Jenner Said to Raise $100 Million for Health-Care Fund
By Christopher Condon - Apr 10, 2013 12:25 PM ET
Kris Jenner, the former top stock picker …
Link to SEC filing:
http://www.sec.gov/Archives/edgar/data/915802/000091580213000011/gp4970408.htm
FINANCIAL INVESTORS TRUST
Grandeur Peak Global Opportunities Fund
Grandeur Peak International Opportunities Fund (the “Funds”)
SUPPLEMENT DATED …
Grandeur Peak funds can be started for as little as $1K plus $50 per month, quarter, or annually. Similarily, provided you are already an Artisan fund shareholder, you can open an account for as little as $50 per month. Sure, I would like to have …
CSR offered to take my name and mail me a prospectus when the fund gets closer to opening. June is when the fund will be offered (supposedly), but that is not etched in stone. No explanation as for the delayed opening.
I am sure it will be similar to an existing Wasatch fund.
From the above link for:
GRANDEUR PEAK GLOBAL REACH FUND
The Fund invests primarily in foreign and domestic small, and micro cap companies. Under normal market conditions, the Adviser w…
https://www3.troweprice.com/fb2/fbkweb/management.do?ticker=PRHSX
From T Rowe Price's web site:
Fund Manager
Taymour R. Tamaddon
Managed Fund Since: 02/15/2013
Joined Firm On 05/19/2004*
B.S., Cornell University, M.B.A, Tuck School of Business …
