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I got into WBMAX looking for an alternative to MFLDX when I saw its AUM skyrocketing. I haven't been exactly thrilled with it's performance, but it does seem to be behaving as expected, so I'm satisfied.
MFLDX, on the other hand, has been absolute…
For Fidelity, once you hold a position in a fund, even if you transferred it in, you can schedule "Automatic Investments" in the account settings. "Automatic Investments are $5 per trade. You need to schedule it at least day ahead and schedule at …
I hold several accounts and transfer holdings between them. Usually the different brokerages are good for different things, and as circumstances change, I've tended to focus my activity with one or another.
Scottrade:
- Poor website, functionality…
I've found historical shareholder reports on the SEC Edgar site.
http://www.sec.gov/edgar/searchedgar/mutualsearch.htm
It appears the shareholder annual report would be the N-CSR filing. The number AUM number we're discussing would be the "Net As…
Morningstar does have the current total AUM on the main quote page listed under "Total Assets". It is the total across all share classes.
I do see that the annual reports have the total assets for the current and previous year, but they don't show…
Fidelity, Wellstrade, Etrade, and several others aren't going to give the AUM number you'd be looking for. The Net Assets number they show refers only to the specific share class, not the fund as a whole. Fidelity seems to be the only one to at lea…
One thing to watch out for is that many sites list the total assets for the particular share class rather than the fund as a whole. WellsTrade is a case in point. See the data for PTTRX vs PTTAX, two different share classes for the same fund. I d…
Personally I split my cash between RPHIX, RSIIX, and DFLEX. Thus far, DFLEX seems to be behaving along the same lines as RSIIX, but it hasn't even been around for 3 months. I just didn't like putting too many eggs in the one Sherman basket, despit…
