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Based on what I remember reading in the prospectus and David's information in this month's commentary, you should be able to buy the institutional shares/investor shares for the same $2K or $1K with AIP plan directly from Rondure. The terms are similar to the of GP. Not sure what brokerages may do. You could probably buy the institutional shares directly, then transfer them to a brokerage at a later date.
Yes, one can buy institutional shares directly from Rondure. These seem to be the only shares directly obtainable from them. The application form downloadable from their website doesn't mention the "investor shares", just RNWIX and ROSIX. These have a lower expense ratio.
The difference between the two versions of the Overseas fund is 0.25%, or $12.50 per year on a $5000 position. I own WSVIX directly with Walthausen where the savings is 0.25%, so I'm not consistent. Own GPMCX directly because that's the only option. Upon reflection, I'm less likely to trade if I invest directly, probably a good thing.
Noticed that New World and Overseas Investor class funds are now available on Vanguard as no-transaction fee funds. The institutional class is also available, but looks like you pay the transaction fees.
I kind off used to like Uno's. It closed shop several years back in my neighborhood though. The key is the crust I think. Needs to stay crunchy, flaky.
PS - That video shows someone dipping a nacho in the pepperoni+cheese deep dish? I think that should be punishable offense.
Comments
Based on what I remember reading in the prospectus and David's information in this month's commentary, you should be able to buy the institutional shares/investor shares for the same $2K or $1K with AIP plan directly from Rondure. The terms are similar to the of GP. Not sure what brokerages may do. You could probably buy the institutional shares directly, then transfer them to a brokerage at a later date.
Regards,
Ted
Regards,
Ted
PS - That video shows someone dipping a nacho in the pepperoni+cheese deep dish? I think that should be punishable offense.