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.
From Citywire:
Morningstar chief ratings officer Jeff Ptak, described the fund’s performance in a Monday tweet:
Cannabis Growth ETF ($BUDX) is to be liquidated on or about 4/29/22. It lost ~72% from incept to Mar. ‘20; then soared 325% over next 1…
@Puddnhead,
Just found this March 3 article. There seems to be a hold-up on the merger.
https://www.providencejournal.com/story/news/local/2022/03/03/on-hold-ri-narragansett-electric-sale-to-ppl-corporation/9364754002/
Here is a news article from an Allentown, Pennsylvania tv station about PPL cutting its dividend:
https://www.wfmz.com/business/ppl-misses-earnings-estimates-cuts-dividend/article_5e33a4f0-90e6-11ec-b721-1bc89734cd0f.html
Some states' electric and…
Pretty much any equity fund is a hold right now. I just bought into MAPOX in January.
You may want to see the discussion on the recent proxy mailed to shareholders.
https://mutualfundobserver.com/discuss/discussion/59232/mairs-power-proxy-vote-on…
Not to deviate too far from the original post, but the SilverDatsun handle struck me as most people don't remember Datsuns.
I was wondering if you still own or owned a Datsun.
I have my father's Datsun 1977 280Z 5-speed in the garage. Just took i…
From Artisan Partners:
https://www.artisanpartners.com/individual-investors/news-insights/news/press-releases/2022/artisan-partners-launches-value-income-fund.html
From M&P's website (a very abbreviated explanation):
https://www.mairsandpower.com/about-us/company-news/item/132-proxy-vote-proposed-reorganization-mairs-power-mutual-funds
FAQs:
https://www.mairsandpower.com/images/resources/Mairs__Power_Fu…
Here is the related filing:
https://www.sec.gov/Archives/edgar/data/709364/000094937722000004/rpr-497.htm
7 1 rpr-497.htm
The Royce Fund
Supplement to the Investment, Service, and Institutional Class Shares Prospectus Dated May 1, 2021
Royce Pr…
I or someone may have posted it earlier, but now the reorganization is complete.
David included some information in the January 2022 commentary.
https://www.mutualfundobserver.com/2022/1/
BIVRX paid a sizeable distribution which didn't help last year.
https://www.invenomic.com/_files/ugd/8592d8_e37e8ee623b14023b6c6c4e218d69697.pdf
$1.55 STCG
$.95 LTCG
David has two reviews of BIVRX:
https://www.mutualfundobserver.com/2019/05/balter-invenomic-bivrx-bivix-bivsx/
https://www.mutualfundobserver.com/2019/10/invenomic-fund-bivrx-bivix-bivsx/
I own BIVRX.
Here is the summary prospectus and the prospectus:
https://www.sec.gov/Archives/edgar/data/1614370/000119312522007437/d229344d497k.htm (summary prospectus)
https://www.sec.gov/ix?doc=/Archives/edgar/data/1614370/000119312522007433/d229344d485bpos.…
Thanks for the information. Here is the filing with an explanation:
https://www.sec.gov/ix?doc=/Archives/edgar/data/0000747546/000119312521370745/d222404d497.htm
update:
https://www.sec.gov/Archives/edgar/data/889284/000139834421024111/fp0071142_497.htm
497 1 fp0071142_497.htm
STERLING CAPITAL FUNDS
SUPPLEMENT DATED DECEMBER 20, 2021
TO THE
CLASS A AND CLASS C SHARES PROSPECTUS AND THE
INSTITUTIONAL AND…
No problem or offense taken. While Vanguard utilized Chartwell at one time, Chartwell funds has been sold possibly for monetary and marketing reasons. Chartwell acquired Berwyn which was a growing advisory firm until it was sold. The discussion h…
I believe the CSR stated that the distributions would be reinvested on 12/20. I suspect this is for investors with brokerage accounts.
I just checked my account with the transfer agent. The distributions have already been re-invested into my acco…
@BenWP,
Yes, Perritt has only two funds in comparison to PGIM. If you refer to the first page of this post, you will see PGIM is after Perritt due to being in alphabetical order.
I have several of GP Funds. While some of the best stock ideas are being shared among the GP fund managers, each fund manager has the final decision in purchasing/selling a stock. Also, each fund has different mandates from the others. For examp…
I updated the TIAA links today. The original TIAA links provided have been amended to reflect the changes in the distribution amounts. The original amounts were based on 9/30/21 figures; the newest amounts are based on 10/31/21 figures.
I genera…
Update (is now available):
https://www.artisanpartners.com/individual-investors.html
https://www.artisanpartners.com/individual-investors/news-insights/news/press-releases/2021/artisan-partners-launches-floating-rate-fund.html
or
https://www.art…
It is a unique company with a unique product in a growing segment. Someone may want to look at ASMIY, a Dutch semiconductor company that manufactures and designs semiconductors.
I was able to locate this PDF from Fido. Hope it may help!
https://institutional.fidelity.com/app/proxy/content?literatureURL=/9903894.PDF
I was able to locate the proxy filing for investors filed 8/23/21:
https://www.sec.gov/Archives/edgar/data…
Yes, I probably have too much of them. I have ARTSX, PRDSX, BRUSX, MSCFX, LCGRX, VVPSX and QRSIX to name just a few. This year many of SC funds are distributing fairly large CGs. Unfortunately, many of the SC funds have closed due to the run up in …
@yogibear & @BaluBalu,
While I have a couple of ETFs posted, you could either add them to this existing post or start a new post. I think Davis also has an ETF link which has not been included.
It seem logical to post them in this post as …
