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BaluBalu
Professional Experience:
Corporate Finance (Corporate Venture Fund investments, International and Treasury finance, Public Debt issuances, M&A, Joint Ventures, Planning, Business Divestures, SEC filings);
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ER is only 1.05% for I class shares. Proof of conviction may be evidenced by how much the managers invest in the fund right out of the gate. The website has not populated much info, not even daily price changes.
Would not limiting these to PAS only clients limit AUM, somewhat requiring higher ER - i.e., lack of scale. May be Vanguard will eventually make these funds available to retail clients as it continues to push into the active investing.
Thanks, @msf, for the detailed post. Just an FYI - a few years ago, I tried to convert at Schwab investor class shares of a Vanguard active fund into Admiral shares and it was not possible and I had to move the investment to Vanguard. So, it is po…
@fundly,
Re your first post above mentioning that Vanguard Admiral shares are available at Firstrade, is this availability outside Vanguard limited to Firstrade or other brokerages also carry Vanguard Admiral shares?
Thanks.
Rforno, what is the effective date of the revised fees structure you mentioned? Every place on the TDA site I looked it still shows the old pricing. I also checked Standard Retail Pricing: Commissions and Fees document revised 08/21 - TDA 4075 F …
Graust, NTFs are subject to STR fees in most mainstream brokerages and are true at TDA as well. I wish they decrease the 180 day period to 60 days like Fido and Vanguard. The no fees on sales posted above would be only for TF funds, which has been…
