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TDA offers many Pimco "I" shares for $49.99 with no minimum in a non-taxable account. If you are a former TOS account holder, now TDA account holder, I believe you can purchase Pimco "I" shares for $15.00, (TDA's flat fee for former TOS acount hold…
Thanks! I will try to continue new links for distributions when I can. Some new ones I located are below:
http://baronfunds.com/Mutual-Funds/Distribution-Information-(1)/
https://www.americancentury.com/taxes/estimated_distributions.jsp
http…
FWIW,
Concerning NARFX:
On August 17, 2011, the Board of Trustees of Nakoma Mutual Funds (the “Trust”) approved the reorganization of the Nakoma Absolute Return Fund (the “Nakoma Fund”), a series of the Trust, into the Schooner Global Absolute …
I called T Rowe this morning and spoke with a rep. in FL. It seems that as long as you had an account established prior to the change and with an existing monthly investment purchase you will not be affected. For example, if you have a existing mu…
Thanks! Any insight would be appreciated. I am sure they will respond to you sometime next week once business resumes.
I am sure I am not the only one in this situation.
Does this affect existing customers that already have existing accounts in place or are they "grandfathered"? I can understand making changes to new customers or existing customers that open new accounts after the new changes take effect, but how c…
Link for the Grandeur Peak Global Advisors funds offered:
http://www.sec.gov/Archives/edgar/data/915802/000119312511185729/d485apos.htm
"I shares are also available.
I agree with Kevin as I own footholds in NVORX,NWGRX, and NTEIX (Emerging Markets Fund) at TOS (ThinkorSwim) in a non-taxable account for a very reasonable amounts, well below the initial minimums.
I hold the BRUFX in a taxable acct. While I don't have many shares (since the cost was around $250 per share when I bought it) the year end distributions are not bad provided you do not own many shares. The BRUFX would be better held in a non-taxa…
I also own WAIOX and WAGOX in taxable accts. I think Blake also runs a global fund at Fidelity. I typed his name into Google and saw something with Fido on it.
I have TGBAX and TTRZX at Wellstrade and ThinkorSwim in non-taxable accounts. I agree with Kevin in that TTRZX is better in that it is less AUM and has performed better than TGBAX.
Bought a small foothold of the "I" shares at TDA. Trade fee is $49.99. Not sure if Wellstrade (don't think you can get the "I" shares there) , Fido, or Schwab offer the same. Bought into it for the same reasons you mentioned.
