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 a WSJ January 10, 2021 article, "The Top Stock Funds of 2020
Morgan Stanley’s Inception Portfolio, under Dennis Lynch, won the stock-fund race with a gain of 150%," the fund's performance was due to investments in several stocks, but not limite…
I've looked into this fund as a domestic micro-cap growth fund as I don't need another small-cap growth fund.
http://portfolios.morningstar.com/fund/summary?t=NESGX®ion=usa&culture=en-US
M* has given it five stars. It has been a top qu…
Most of my T Rowe holdings are in taxable accounts as I will probably keep RPMGX as a taxable account also. At $130 per share, I will not get many shares for $2,500, but I will get my foot in the door.
Thanks for the information as I have been waiting for RPMGX to re-open. I will wait until distributions are paid mid-December.
You are correct as here is the SEC filing:
https://www.sec.gov/Archives/edgar/data/887147/000174177321003638/c497.htm
…
Update:
https://www.sec.gov/Archives/edgar/data/836906/000168386321006006/f10017d1.htm
497 1 f10017d1.htm CORE-PLUS & MULTI-SECTOR INC BOND FUNDS SUPPLEMENT
Vanguard Multi-Sector Income Bond Fund
Supplement to the Prospectus and Summary Pr…
From GP's Chairman's letter dated 1/31/2020:
Here is a link to that letter:
https://www.grandeurpeakglobal.com/documents/grandeurpeakglobal-is-20200131.pdf
Excerpt:
There is also a very important strategy that we’ve been developing for several y…
Mr. Walthausen has retired. Investors received a new proxy agreement concerning investment advisory agreements:
https://www.sec.gov/Archives/edgar/data/0001418191/000141304221000838/walthdef14a.htm
Excerpt:
The enclosed Proxy Statement contains …
update:
https://www.sec.gov/Archives/edgar/data/908802/000139834421019444/fp0069092_497.htm
497 1 fp0069092_497.htm
Filed pursuant to Rule 497(e) and Rule 497(k)
under the Securities Act of 1933, as amended
File Registration No.: 033-65632
SCHR…
Yes, there are dividends which are not much when being paid semi-annually. I re-invest on my shares held by Equiniti (transfer agent). I think last year I received around $42 on 14 shares when the stock was $600-$700 per share. Would have to check …
@Old_Joe,
I think I have 14 shares and a fraction in total. I am sure I picked up the 98% of them when I first purchased it with a $250 initial investment. I am sitting on a huge amount of capital gains but I am not going to sell it. I think I w…
While the semi-annual dividend is not much to write home about especially when a shares trades $700-$800 per share, it does contribute when reinvesting it in additional shares. This is definitely a growth stock with a niche market. My small initi…
I don't think you'll have an issue. It is the leading company in its area in the semiconductor industry. I believe it is one the leaders in the lithography on wafers. With semiconductors having a shortage, there should be strong demand for their …
Still own my ASML. Have not bought any more of it since I bought it at least 10 years ago.
If you were looking for an initial point, today may be the day. Saw the price hit low-to-mid 800's per share prior to today.
I was hoping it would split…
Just received an email from T Rowe Price concerning lowering its fees on some of its fixed income funds. I was unable to locate some of the other filings for some of the funds T Rowe listed below from their email:
At T. Rowe Price, our mission …
Click on this link:
https://www.sec.gov/Archives/edgar/data/1141819/000089418921006795/0000894189-21-006795-index.htm
Never seen it state something was "inactive"
This filing indicates that the SPAC is inactive:
https://www.sec.gov/Archives/edgar/data/1141819/000089418921006795/0000894189-21-006795-index.htm
or
https://www.sec.gov/Archives/edgar/data/1141819/000089418921006795/crossingbridgespacetf497k.htm
I own it. Re-opened around 2008/2009 then it closed some years later. One of the few EM value style funds available besides Pzena, T Rowe and a couple of others.
Cannabis Growth Fund
https://www.sec.gov/Archives/edgar/data/1587982/000139834421018858/fp0068849_497.htm
497 1 fp0068849_497.htm
Cannabis Growth Fund
Class I Shares
(Ticker Symbol: CANIX)
A series of Investment Managers Series Trust II (the “…
update:
https://www.sec.gov/Archives/edgar/data/1444822/000119312521265144/d439010d497.htm
497 1 d439010d497.htm AQR RISK PARITY II MV FUND
AQR FUNDS
Supplement dated September 3, 2021 (“Supplement”)
to the Class I Shares, Class N Shares and Cla…
https://www.sec.gov/Archives/edgar/data/892071/000119312521258957/d158365d497.htm
TCW Funds, Inc.
Supplement dated August 27, 2021 to the
Prospectus dated March 1, 2021 (the “Prospectus”)
For current and prospective investors in the TCW Core Fix…
Another filing as of 8/24/21:
https://www.sec.gov/Archives/edgar/data/1494928/000139834421016711/fp0068207_497.htm
497 1 fp0068207_497.htm
RiverPark Funds Trust
RiverPark Short Term High Yield Fund
Institutional Class (RPHIX)
Retail Class (RPHYX…
https://www.sec.gov/Archives/edgar/data/1081400/000108140021001053/divequitysupp.htm
SUPPLEMENT TO THE PROSPECTUSES, SUMMARY PROSPECTUSES AND
STATEMENT OF ADDITIONAL INFORMATION
OF WELLS FARGO U.S. EQUITY FUNDS
For the Wells Fargo Diversified Equi…
Thanks for the info. I knew he was somewhat older; I thought he may stay on as an officer and/or trustee.
It appears that he is still a manager/co-manager of the Walthausen Focused Small Cap Value Fund.
I have owned MERFX for numerous years with a nominal investment. With the pending acquisition by Virtus, existing shareholders of MERFX will be exempt from the paying load that Virtus is planning to imposed as the investor class will be converted t…
