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.
Reply to @Hiyield007:
I am glad you found this helpful. Everyone is interested in what one of their holdings is going to pay annually. This thread always seems to get a lot of views.
Vanguard Funds:
https://personal.vanguard.com/us/insights/article/preliminary-capital-gains-11132012
The World Funds:
http://www.theworldfunds.com/pages/DividendDistribution.html
Reply to @kevindow:
Tried to purchase a small amount of ABNIX in my non-taxable account at TDA. Received telephone call this afternoon from TDA rep. that ABNIX is available to only institutional shareholders so my trade was cancelled.
Reply to @MaxBialystock:
While it is only an estimate so far, maybe the fund you are looking for is not paying any CGs for 2012 or possibly the list will be updated as we approach 12/31.
Read the second paragraph on the second page of the PDF. I…
Reply to @Heathbob:
Some of the open/closed micro-cap funds I like are: AUMIX, AMCIX, BRSIX, BRUSX, FRMCX, PVFIX, TMCGX, PVFIX, SATMX, WMICX, WAMVX, and WSCVX for more so domestic holdings. I used to own OBMCX, PRCGX, PREOX, TETSX and TMVSX and s…
Reply to @DaveC:
I haved placed orders, of late for ASFYX for over $2,500 with Fido only to find it cancelled by mid-morning after the day I placed the trade. Some of the keys are whether the trade is completed and will the on-line system accept…
Not to get to far away from original post, the new Mainstay Prospectus for Mainstay Marketfield fund, dated October 5, 2012:
http://www.sec.gov/Archives/edgar/data/1469192/000114420412053362/v748260_485apos.htm
Reply to @VintageFreak:
Bought a very small amount of WBMIX in non-taxable TDA account plus $15 T/F (former TOS account holder) once I learned about Scott's article regarding WBMIX. My trade went thru. I believe TDA still offers the fund for Adv…
Actually, I own BRAGX and BRUSX...so there are two people that own Bridgeway funds. Took a small gamble on WMBIX, "nothing ventured...nothing gained" premise.
Reply to @scott: True, but I bought into some of the AQR funds when the initial minimums were below $1M or $5M instituted by the firm a couple of years ago. Also, I have notice that it is easier to buy into some new funds at financial intermediari…
Reply to @Investor:
Thanks for the clarification. Heard it from one of their MF reps. a couple of years ago. Never thought anymore about since I was a member.
Not to take this to far from the original posting, but I am member of USAA. I have heard this story from one of their M/F reps., maybe "tooting" their own horn? He indicated that all of their MF are available to USAA members as a perk/privilege fo…
True, USNQX is a growth fund, but many of its top holdings are Nasdaq based tech stocks. It has even performed better than USSCX, a tech fund. Since the Nasdaq is primarily tech heavy, what better than use a index fund based on the Nasdaq index. …
http://www.sec.gov/Archives/edgar/data/887210/000093041312005263/c70996_497.htm
ARTIO GLOBAL INVESTMENT FUNDS
Artio US Multicap Fund
Artio US Midcap Fund
Artio US Smallcap Fund
Artio US Microcap Fund
Supplement dated September 13, 2012
to the …
One screen at TDA for mutual fund families indicates ARIVX is "closed"; however, the trading screen, once the symbol is typed in, has information on the fund that indicates it is "open".
