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am a GMO philosophy fan, but not of their expensive offerings.
here is what didn't happen :
45 years ago, GMO had only one fund based on their quality metrics, and never needed to offer anything else.
vanguard has been the same for many years, with 2 main PDFs. its up to individuals to track down the federal and state gov related income and distributions that may be relevant to tax filing.
TRPRice has online tables that need be parsed.
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there was nothing pre-existing at fidelity. all family member accounts had been consolidated at vanguard, including retirement. some institutional class shares, and admiral shares, were involved.
even though there was more than sufficient liquidit…
yes, failed to move to fidelity custody in 2022. attempted entire holdings, all or nothing, for multi-client family. fidelity tried very hard, and would select them otherwise.
link works fine for me.
note that many manage a fraction of the fund, and its listed but not sortable by %.
still , been looking for this a long time and better organized than usual for vanguard.
~35% in u.s. gov bonds, maybe less in feb as AUM @ 2.5X since new
via vanguard :
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Month end 10 largest holdings-12/31/2023
Rank Holdings % of fund
1 United States Treasury Notes 4.5% 17.13%
2 T. Rowe Price Gov. Reserve 1…
mfo does not describe how PRCFX is built up, but if it is somehow via PRWCX assets, then again i must ask what could be the attraction to legacy investors. same question, if new seeded cash simply replicates PRWCX.
the delta or non-identical holdin…
am interested in knowing why the new PRCFX would be appealing to existing long-tenured PRWCX holders.
A. most importantly, it does not seem giroux will be using this unique time to go into small-mid cap space, given the very low ~$25M AUM. everyt…
quick question : how must one query mfopremium to list all advised and subadvised vehicles? (e.g., Wellington, oaktree, primecap, etc...)
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Having gone through this exercise a few years ago when vanguard unfairly dropped their decently integrated banking services, I was on the verge of moving to Fidelity and hit 2 roadblocks :
1. their may be some funds that are restricted from transfer…
