Patrick, thank you for the links.
From review of the fund's fact sheet (and my brief study) it appears to be a dang nice fund. I see you joined on 10/4 (a good date for me); and, in reading MikeM's post I learned you are a DUKE grad. For me, it is ABC (Anybody But Carolina).
Since the fund is not firm name eligible where I maintain my account I've got to figure a work around without getting a good number of 1099's. Perhaps, I can buy direct then do a transfer into firm name with them; but, first I have some channels I must navigate before I can proceed.
Indeed, it is a fund I'd like to put money in.
Thanks again for the links.
Old_Skeet
October 2017