smaller investors and thus have better access to IPO deals. For example, the Global IPO Plus After-Market Fund (Ticker: IPOSX ), which launched in 1997, provides exposure to a diversified portfolio of common stocks of domestic and foreign IPOs, both
target 1,475 . Pg L14: You can tap into IPO frenzy with several aftermarket, post-IPO funds/ETFs: FPX, CSD, DXIIX, IPOSX [ what a name! ]. All are small and have higher ERs. Pg L16: Jim Stack of InvestTech is focused on safety first and watching
holdings or 1 to 3 stock holdings. AFJDX, BIGFX, BSCFX, CADGX, HIMVX, ICMAX, JCRAX, KGSCX, PNFDX, RPSFX, SWSCX, WTSLX The stock intersection tool does show the stock holdings for the following funds. HDPSX, IPOSX , WFPNX w.allen
Where is the stylebox data for IPOSX ? w.allen
content. It is hard to get allocations for hot IPOs but just wait a little to buy on dips, or buy Global IPO Plus Aftermarket Fund ( IPOSX ; couldn’t they come up with a better name than ipo-s-x? ) Pg 41: Thomas Luddy and Susan Bao of
before the decade ended. Then there was Mentor Perpetual International. It lived for 21 months. Reason #9: IPO Plus Aftermarket IPOSX This particular high concept was notable because it had the full support of academic literature. A bevy of
United Kingdom or Switzerland? You'd be missing some of the leading pharmaceutical and financials companies. IPO Plus Aftermarket IPOSX Boys, it don't get much more cyclical than this. With initial public offerings, it's always feast or
and her team have guided IPO Plus Aftermarket Fund IPOSX , the first fund to focus ..... holding in our fund. "The IPO Plus Aftermarket Fund identifies future ..... For more information on IPO Plus Aftermarket , check out the fund
the ending of 1999’s story while most of the competition was still reading page one." Coming Monday, IPO Plus Aftermarket ’s IPOSX Kathy Smith. Disclaimer: The information provided and opinions expressed here are those of the Forum guest
year rather than a road to riches. H&Q IPO and Emerging Company Fund HIPAX is down 2% on the year while IPO Plus Aftermarket IPOSX is up 12% after posting a huge 115% return last year. Still, one new fund has cleaned up with IPOs this