Morningstar: Fine Print Shenanigans in Fund Filings
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Created by Mikey Smith
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Date updated:02-06-2007

Russel Kninel provides this list of fund's with shady fine print in their filings in an excellent article over at Morningstar.com. Highlights included in the description box.

symbol name last price % change open
  • +
  • FEFPX
    Frontier Funds In
  • $0.04
  • 0.00%
  • $N/A

"Amy Siesennop is co-owner of the adviser that manages the fund in addition to serving as the president, treasurer, compliance, and anti-money-laundering officer for the fund. However, her brother-in-law, Thomas Siesennop, is listed as an independent director."

People owning FEFPX also tend to own: CSIRXQARFXVFINX

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  • +
  • CSIRX
    Csi Equity Class
  • $11.66
  • +0.26%
  • $N/A

"CSI Equity Fund (NASDAQ:CSIRX - News) acquired Matterhorn Growth Fund, and it turns out that fundholders were kind enough to pick up the legal bill for the merger"

People owning CSIRX also tend to own: FEFPXQARFXVFINX

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  • +
  • VFINX
    Vanguard Index Tr
  • $87.35
  • +0.21%
  • $N/A

No Analysis added

People owning VFINX also tend to own: EEMGGXYBEQGXJAGIXRYLPXSWEGXSWHFX

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  • +
  • QARFX
    Qarfx
  • $0.00
  • N/A
  • $N/A

" It turns out that the QCM fund's auditor found controls were lacking at the firm responsible for performing mundane back-office tasks like recordkeeping, Unified Fund Services"

People owning QARFX also tend to own: CSIRXFEFPXVFINX

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