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I think as you found out that funds being bought can cause a break in records. sorry to hear it.

I might point out that American Century bought Benham and I originally bought Benhan GNMA Fund which American Century changed to Ginnie Mae Fund. But I had no problem. They had the complete record.

Furthermore, there used to be a fund company called Keystone, and their Keystone S-4 (small cap growth companies) was the best performing fund in the 1950s. Unfortunately, I started buying in 1960, and they never did very well afterward. After the initial investment, I would send in $15/mo for 15 years and occasionally larger sums when I got discouraged and sold. This was before the "averaging" was allowed, and I was missing certain years of records but Keystone was able to send me the records. I did make a small amount of money, but I calculated that I would have done better with CD's paying 4% (which you could do at that time with California S&L CDs). It was a good lesson in "past performance is no guarantee of future behavier."

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