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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.

FEFPX
Frontier Funds In
$0.03
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: CSIRX QARFX VFINX

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CSIRX
Csi Equity Class
$13.25
+2.00%
$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: FEFPX QARFX VFINX

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VFINX
Vanguard Index Tr
$100.96
+2.25%
$N/A

No Analysis added

People owning VFINX also tend to own: EEM GGXY BEQGX JAGIX RYLPX SWEGX SWHFX

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