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Reply to @ron: Great fund. This fund is only available to the institutional investors at Schwab. See this related thread that I had started few weeks ago.
I would like to see SFGIX lower its minimum additional investment amount from $500 to $100, like most other mutual funds. It seems too high for a retail class of a fund that has $2,500 initial investment.
Reply to @msf: Thanks, msf, for the info.
I'm not eligible to open an HSA. One of the main requirements for HSA is to have a high-deductible health plan (HDHP) which I don't have. So I'm still looking for options to buy FDSAX without the load.
When I was screening for a large-value fund with good long and short term returns (1, 3 and 5 yrs), this fund showed up at or near the top of the search results. It has reasonable expenses, except of course the front load. Also, the fund seems to co…
Thanks, AndyJ, for the Morningstar link.
BTW, I did get an email from Morningstar titled "Portfolio Manager update" at 5:46 PM EST stating that the problem has been fixed. I have not encountered this problem myself. So I'm keeping my fingers crosse…
Few things I have noticed about brokerages vs. fund companies:
- Sometimes the funds are first closed at brokerages. For example, I remember Wasatch and Oakmark funds were first closed at brokerages while they were still open for investment at the …