@msf
The bonds were still in my Mom's name. We thought about changing that while she was still alive, but it would have required us all to go to bank and do the same thing and she didn't have the stamina for it at 99.
I don't remember if we could have done it by mailing in the bonds etc, but as you point out, that requires trip to PO and insurance and certification. I love my lost PO staff, but I do not trust the USPS to handle things with 100% efficiency. They lost my daughter's college tuition check. Almost got kicked out of school!

“… prices rose by 9.3% compared with the same month a year before, preliminary data from the federal statistics office showed, beating analyst expectations of a rise of 9.0% and slightly higher than January's 9.2% increase. Compared to January, prices increased by 1.0%, the office added, also beating forecasts of a 0.7% month-on-month rise.
“The surprise inflation figures from Europe's largest economy come a day after two of the euro zone's biggest economies - Spain and France - also posted unexpected rises. The ECB has raised interest rates by 300 basis points since July and promised another oversized move in March, but some policymakers have called for more measured action after March as inflation is now off the highs it hit in October.”
Story from U.S. News
I can’t imagine anything good coming out of this, either for Germany or the rest of the world. Hope it’s not a harbinger of things to come in the U.S. That 1% month-over-month figure is particularly troubling to me as someone who lived thru the inflationary 1980s. It was the figure a lot of us simply multiplied (x12) to try and wrap our heads around how fast prices of goods and services were increasing.
Anyone else see the massive wealth stashed away / invested by the “baby-boomers” as part of the Fed’s problem? It appears it’s the services sector (including hospitality / travel) that’s stoking inflation the most in the U.S. Would the Fed be willing to try and provoke a market crash to stifle that excess demand if inflation continued to worsen? Before you laugh, recall some of their comments just 3 months ago expressing angst that the stock market had risen after their last statement.

This is positioning by all parties - greenwashing by funds and by companies, grandstanding by politicians.
XOM is found in many ESG funds other than ones that explicitly screen out fossil fuel companies. The oil lobby is fighting a battle of image, not of substance.
Sometimes XOM is included in ESG funds because it is rated as one of the "best of the worst". For example, Sustainalytics scores XOM as high risk but in the best 20% of oil and gas producers. Refinitiv appears to generate a company's overall score using only within-industry comparisons, leading to an overall score of 69/100 (second best quartile)
Sometimes because no matter how dirty a company is, the company may have good hiring and pay practices that counterbalance its other sins.
Nov 2019, WSJ: ESG Funds Enjoy Record Inflows, Still Back Big Oil and Gas
May 2022, UMich Ross School of Business: How a Sustainability Index Can Keep Exxon but Drop Tesla
Ultimately I think this is all going to be meaningless. Better run companies will consider risks, including environmental risks (e.g. are their facilities at risk of rising sea levels, are their practices at risk of more stringent regulation, etc.) when making business decisions. Fund managers look at how well companies are run, regardless of whether there's an ESG label slapped onto them. And relatively few ESG funds are set up to go beyond publically available (self reporting, low grade, nonstandardized) data or to make a significant difference in the way companies operate.
Trump's anti-ESG regulations had already been somewhat tempered by removing "ESG" and instead merely emphasizing pecuniary factors. And that's all that most funds marketed as ESG are doing.
https://www.plansponsor.com/dol-issues-final-rule-softer-stance-esg/
This is PlanSponsor's summary of the the newer (2022) version of the rules that are being opposed.
https://www.plansponsor.com/esg-now-permissible-not-required-erisa/
Now if you want to invest in a fund that truly tries to make a difference, that's another story.

+1.

IMHO the problems I or sma3 experienced shouldn't be viewed as so difficult that buying the tax refund bonds isn't worth doing. After all, one's got 30 years to get things straightened out.
I could have simply mailed the $50 bond back, waited four months or so, and watched for it to show up in my TD account. I was just annoyed by the facts that TD didn't do what it said it would do (issue electronic replacements) and I wound up being the one paying (in postage and personal time and effort) for it. Next time, if there is a next time, I can just wait out however long it takes for things to work as expected.
And the USPS did deliver 11 out of the 12 savings bonds (each in its own envelope) correctly the first time. Maybe you'll get lucky and get all dozen delivered properly.
My guess as to the cause of sma3's trouble is that there were various combinations of siblings as co-owners on the savings bonds. While TD says that only one owner's signature is required to cash a paper bond, the bank may have been overcautious and wanted everyone to sign together. These days, how many paper bonds do they cash?
"Both owners must sign for most other transactions [aside from cashing the savings bond]"
https://www.treasurydirect.gov/savings-bonds/buy-a-bond/register-a-bond/
This is just one of a few reasons why I feel it is better to keep the savings bonds in electronic form.
If you inherit paper bonds and want to get them into electronic form, it's a little tricky because there are instructions for inheriting bonds, instructions for converting to electronic form, but not instructions to do both in one step. I was in that situation a few years ago, back when TD was helpful. I got very clear instructions on what form to use and what to mail in. No problems, handled quickly. I might be able to dig up those instructions if someone needs them.
Those savings bonds reached final maturity and I got a timely automated email from TD informing me of the pending maturity. After they matured, I was able to log in and cash out nearly immediately. That still works.

+1

News tonight. - China's factory activity reading hits highest level since 2012
Should help EM funds

The fossil fuel lobbyist limiting consumer choice edition:
https://nytimes.com/2023/02/28/climate/esg-climate-backlash.html

It’s been a widely accepted trend in financial circles for nearly two decades. But suddenly, Republicans have launched an assault on a philosophy that says that companies should be concerned with not just profits but also how their businesses affect the environment and society.
More than $18 trillion is held in investment funds that follow the investing principle known as E.S.G. — shorthand for prioritizing environmental, social and governance factors — a strategy that has been adopted by major corporations around the globe.
Now, Republicans around the country say Wall Street has taken a sharp left turn, attacking what they term “woke capitalism” and dragging businesses, their onetime allies, into the culture wars.
The rancor escalated on Tuesday as Republicans in Congress used their new majority in the House to vote by a margin of 216 to 204 to repeal a Department of Labor rule that allows retirement funds to consider climate change and other factors when choosing companies in which to invest. In the Senate, Republicans are lining up behind a similar effort that has been joined by Senator Joe Manchin III, Democrat of West Virginia.
….It is unclear whether applying environmental and social principles to investing is actually good for business. Some studies have shown that companies that embrace environmental and social goals outperform their peers in the long run. But other studies show the opposite. And as the stock market slumped last year, oil and gas stock prices rose sharply.
…
Senator Sheldon Whitehouse, Democrat of Rhode Island, said he believed the Republican position on E.S.G. was more about ginning up outrage than about just how much of a financial risk climate change posed to long term investments.
“They invent culture-war provocations that drive clicks, and woke capitalism is part of that,” he said.
Mr. Whitehouse added that he believed the fossil fuel industry was responsible for funding much of the pushback. Groups like the Texas Public Policy Foundation, which has been opposing climate action around the country, are supported by oil and gas companies. And the oil and gas industry continues to donate to Republicans at a far greater rate than it does to Democrats, according to data compiled by OpenSecrets.

Of course, having a rule that merely allows retirement plan investors the choice of buying an ESG fund is a terrible threat that will destroy America in the lobbyists view. There is no definitive evidence that ESG criteria or funds either outperform or underperform in the aggregate. There are strong ESG fund performers, too, as well as low cost ones. So, why not let investors decide for themselves by giving them the option to buy one? Somehow this is allowed in the rest of the world and a hell mouth hasn’t opened.

Haven't read it yet, but here is a link to PRWCX/TRAIX annual report dated 12/31/2022.
https://prospectus-express.broadridge.com/summary.asp?doctype=ann&clientid=trowepll&fundid=77954M105

A format change from a continuous-running thread to new monthly posts.
TIAA Traditional (Accumulation) Rates
Restricted RC 6.25%, RA 6.00%
Flexible RCP 5.50%, SRA 5.25%, Newer IRAs 3.45%
TSP G Fund hasn't updated yet (previous monthly rate was 3.625%).
Options outside of workplace retirement plans include m-mkt funds, bank m-mkt accounts (FDIC insured), T-Bills, short-term brokered CDs.
#401k #403b #StableValue #TIAA #TSP
https://ybbpersonalfinance.proboards.com/post/956

Can anyone please explain what does reorganizing a mutual fund into a mutual fund trust accomplish? Layman's terms please if you can. Also, is this move good for the shareholders? TIA

The first is an interesting question, and one that Yogi has addressed, but not the right question for these funds. They are already in a trust - the second line in Shadow's transcription reads: FINANCIAL INVESTORS TRUST.
A more focused question would be: what does reorganizing mutual funds from one trust into a different trust accomplish? Check for changes (infrequent) in fees, waivers, clawbacks, management firms. Also shareholder voting rights (see below).
Rondure Global Advisors has been using a trust (Financial Investors Trust) and will be moving to Northern Lights Trust III. They are both Delaware statutory trusts, so the laws governing them are the same (Delaware).
But because they are different trusts, they have different trustees (those are the fiduciaries you vote for to represent your interests in the funds). Also, since the size of the two trusts are almost surely different, a shareholder vote will have more (or less) weight than before.
Yogi wrote that large fund firms use trusts (aggregating their funds) for efficiency. Boutiques do the same, except that instead of aggregating their funds together in a trust they run, they join together with other boutiques in a trust they don't run. So you find funds from multiple families in a single trust.
Here's a list of some of the funds in Financial Investors Trust. I've underlined some funds/families that have appeared in posts here:
JCRAX - FINANCIAL INVESTORS TRUST - ALPS/CoreCommodity Management CompleteCommodities Strategy Fund Investor Shares
INDAX - FINANCIAL INVESTORS TRUST - ALPS/Kotak India Growth Fund Investor Shares
LPEFX - FINANCIAL INVESTORS TRUST - ALPS/Red Rocks Listed Private Equity Fund Investor Shares
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class
SMCVX - FINANCIAL INVESTORS TRUST - ALPS | Smith Credit Opportunities Fund Investor Class
FINANCIAL INVESTORS TRUST - ALPS/Smith Short Duration Bond Fund Class A
FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A
AMWYX - FINANCIAL INVESTORS TRUST - ALPS/WMC Research Value Fund Investor Shares
CHNAX - FINANCIAL INVESTORS TRUST - Clough China Fund Investor Shares
HSSAX - FINANCIAL INVESTORS TRUST - Emerald Banking and Finance Fund Class A
HSPGX - FINANCIAL INVESTORS TRUST - Emerald Growth Fund Class A
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A
ESTAX - FINANCIAL INVESTORS TRUST - Emerald Select trueLiberty Income Fund Class A
ELASX - FINANCIAL INVESTORS TRUST - Emerald Small Cap Value Fund Class A
GPEOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Emerging Markets Opportunities Fund Investor Class
FINANCIAL INVESTORS TRUST - Grandeur Peak Global Contrarian Fund Institutional Class
FINANCIAL INVESTORS TRUST - Grandeur Peak Global Explorer Fund Institutional Class
GPMCX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Micro Cap Fund Institutional Class
GPGOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Opportunities Fund Investor Class
GPROX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Reach Fund Investor Class
GGSOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Stalwarts Fund Investor Class
GPIOX - FINANCIAL INVESTORS TRUST - Grandeur Peak International Opportunities Fund Investor Class
GISOX - FINANCIAL INVESTORS TRUST - Grandeur Peak International Stalwarts Fund Investor Class
FINANCIAL INVESTORS TRUST - Grandeur Peak US Stalwarts Fund Institutional Class
RMRGX - FINANCIAL INVESTORS TRUST - Highland Resolute Fund Class I
RLTAX - FINANCIAL INVESTORS TRUST - RiverFront Asset Allocation Aggressive Investor Shares
RLGAX - FINANCIAL INVESTORS TRUST - RiverFront Asset Allocation Growth & Income Investor Shares
RMIAX - FINANCIAL INVESTORS TRUST - RiverFront Asset Allocation Moderate Investor Shares
RNWOX - FINANCIAL INVESTORS TRUST - RONDURE NEW WORLD FUND Investor Class
ROSOX - FINANCIAL INVESTORS TRUST - RONDURE OVERSEAS FUND Investor Class
SFGIX - FINANCIAL INVESTORS TRUST - Seafarer Overseas Growth and Income Fund Investor
SFVLX - FINANCIAL INVESTORS TRUST - Seafarer Overseas Value Fund Investor Class
DGIFX - FINANCIAL INVESTORS TRUST - The Disciplined Growth Investors Fund
VVPLX - FINANCIAL INVESTORS TRUST - Vulcan Value Partners Fund Investor Class Shares
VVPSX - FINANCIAL INVESTORS TRUST - Vulcan Value Partners Small Cap Fund Investor Class Shares
Source: https://fintel.io/ff/915802
Here are some of the funds/families in the new trust, Northern Lights Trust III. Nothing pops out at me:
AAMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Asset Allocator Fund Class A Shares
ACMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Defender Fund Class A Shares
ADOAX - NORTHERN LIGHTS FUND TRUST III - ACM Dynamic Opportunity Fund Class A Shares
TINIX - NORTHERN LIGHTS FUND TRUST III - ACM Tactical Income Fund Class I
BWDAX - NORTHERN LIGHTS FUND TRUST III - Boyd Watterson Limited Duration Enhanced Income Fund Class A Shares
CINTX - NORTHERN LIGHTS FUND TRUST III - Centerstone International Fund Class I
CENTX - NORTHERN LIGHTS FUND TRUST III - Centerstone Investors Fund Class I
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares
CPATX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Income Fund Class A Shares
TMNAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Municipal Fund Class A
HYTR - NORTHERN LIGHTS FUND TRUST III - CP High Yield Trend ETF
FPAG - NORTHERN LIGHTS FUND TRUST III - FPA Global Equity ETF
GHSIX - NORTHERN LIGHTS FUND TRUST III - Good Harbor Tactical Select Fund Class I Shares
QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
HCMNX - NORTHERN LIGHTS FUND TRUST III - HCM Dividend Sector Plus Fund Class A Shares
HCMFX - NORTHERN LIGHTS FUND TRUST III - HCM Dynamic Income Fund Investor Class Shares
HCMEX - NORTHERN LIGHTS FUND TRUST III - HCM Income Plus Fund Class A Shares
HCMGX - NORTHERN LIGHTS FUND TRUST III - HCM Tactical Growth Fund Class A Shares
LIONX - NORTHERN LIGHTS FUND TRUST III - Issachar Fund Class N Shares
GHTAX - NORTHERN LIGHTS FUND TRUST III - Leland Real Asset Opportunities Fund Class A Shares
LDPAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Private Equity Buyout Index Fund Class A
LDVAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Venture Capital Index Fund Class A Shares
MVPFX - NORTHERN LIGHTS FUND TRUST III - Marathon Value Portfolio
NFMAX - NORTHERN LIGHTS FUND TRUST III - Newfound Multi-Asset Income Fund Class A
NFGAX - NORTHERN LIGHTS FUND TRUST III - Newfound Risk Managed Global Sectors Fund Class A Shares
NFDIX - NORTHERN LIGHTS FUND TRUST III - Newfound Risk Managed U.S. Growth Fund Class I Shares
NFDAX - NORTHERN LIGHTS FUND TRUST III - Newfound Risk Managed U.S. Sectors Fund Class A Shares
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
APSHX - NORTHERN LIGHTS FUND TRUST III - Pinnacle Sherman Multi-Strategy Core Fund Class A
IPTRX - NORTHERN LIGHTS FUND TRUST III - Pinnacle TrendRating Innovative Equity Fund Class I
RQEAX - NORTHERN LIGHTS FUND TRUST III - RESQ Dynamic Allocation Fund RESQ Dynamic Allocation Class A Shares
RQIAX - NORTHERN LIGHTS FUND TRUST III - RESQ Strategic Income Fund Class A Shares
SDFAX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Emerging Markets Fund Class A Shares
SDJAX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Foreign Developed Fund Class A Shares
SDRAX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Fund Class A Shares
SDAAX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class A Shares
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares
SDCAX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk U.S. Small Cap Fund Class A Shares
TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares
TEBRX - NORTHERN LIGHTS FUND TRUST III - The Teberg Fund
Source: https://fintel.io/ff/1537140

...Utilities.
https://finviz.com/groups.ashx

Thanks @msf!
Yep - #3 is closest to what I wondered about. Fido has some great funds of their own, but I haven’t used any of them. No plans to. As you note (under #1) they have some stringent trading rules re their own funds.
Re #2 - There wouldn’t be a need to buy back in for the next 30 days. And from experience, that seems to be about where most fund houses have objections. But, to be safe, I’ll re-read the fund’s prospectus before buying back in.
If folks wonder, CVSIX has done better than a lot of my other holdings the past few months. Today I was simply freeing up a bit of cash after having added to something that has fallen recently. (How I invest.) :)

Short answer - no problem with what you're planning to do, even now.
Long answer - there are three different types of trading fees:
1) Fidelity excessive trading fees - applies only to Fidelity funds; kicks in when you make two round trips in the same fund in the same account within 90 days. A round trip is defined as a sell followed by a buy within 30 days. Obviously doesn't apply since CVSIX isn't a Fidelity fund.
http://personal.fidelity.com/products/trading/Trading_Platforms_Tools/excessive_trading_policies.shtml
2. Short term trading fee imposed by the mutual fund. Again obviously doesn't apply to your question, since that's about fees that Fidelity imposes (as opposed to passes through).
3. Short term trading of NTF funds. "Fidelity charges a short-term trading fee each time you sell or exchange shares of a FundsNetwork NTF fund held less than 60 days."
https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/Brokerage_Commissions_Fee_Schedule.pdf
Since you asked about a fee on repurchasing shares, not on selling them, again this doesn't apply to your question. More generally, it doesn't apply because you've held your shares for over 60 days. Finally, note that for the purpose of this NTF fee, FIFO applies - so Fidelity will consider your oldest shares first (regardless of what you declare for tax purposes). This is to your advantage.

@LewisBraham
I agree, at least in theory that commoditized product producers are probably more easily rewarded for such abuses if they improve the bottom line. But for companies with brand vale and pricing power to be different requires that their customers expect they will be different, are a tuned to the scandals and are ready to vote with their feet.
Apple's Foxconn factories abuses where well publicized, and I abhorred them, but I didn't switch to Android because of the switching costs etc. Ford was recently shown to sourcing their aluminum for the F-150 electric truck from an awful bauxite mine in Brazil with terrible human rights and environmental record. This may dent the stock a bit temporarily, but how many customers are likely to notice?
I think a big source of this abuse is the focus on pushing up the short term stock price, so all of the options based compensation management gets ( as an off the balance sheet expense BTW ) is vested. The buy backs people think are supporting their dividends and earnings do little to decrease the number of shares in most cases because of the volume of new shares created.
Oh and if your options still turn out to be underwater, we will just re-price them, as Apple did.

@Derf, that I don't know specifically about Rondure situation.
But this sort of stuff grows unwieldly and unexpectedly over time - like weeds. And firms try to streamline things at some point.
You will be surprised to know how some of Vanguard funds are internally organized. https://www.sec.gov/Archives/edgar/data/102909/000110465922102217/tm2226327d3_4017f2.htm
So, you and I may think of Vanguard Star Fund/VGSTX differently than how the Edgar/SEC thinks of Vanguard Star Funds (s bolded intentionally). I guess that commonality among them is that they are all funds-of-funds. To emphasize my earlier point, ticker VGSTX produces zero results at Edgar/SEC but we know that the fund exists. Vanguard TDFs (somewhat different kind of funds-of-funds with glide-paths) belong to something called VG Chester Funds - who could guess that name?
Vanguard STAR Funds:
Vanguard LifeStrategy Conservative Growth Fund
Vanguard LifeStrategy Growth Fund
Vanguard LifeStrategy Income Fund
Vanguard LifeStrategy Moderate Growth Fund
Vanguard STAR Fund
Fidelity funds are also organized as several trusts/series and some of their names are just related to the Fido location in the Boston area.

I spoke with TD. Front line wasn't helpful, but I got transferred to a supervisor who provided a clear explanation and took my feedback to clarify the "never received" savings bond form (FS-3062).
I was told that it is TD policy to replace paper bonds issued within the previous 12 months with paper bonds. After that, you replacements of paper bonds will be electronic.
The supervisor drew a distinction between "reissued bonds" (e.g. when a savings bond is retitled due to an owner's death), and "substitute bonds". While I can appreciate that subtle difference, the form's wording muddies the distinction. Still, at least I can articulate the one year paper policy.
The safest thing to do perhaps is to wait until you receive all tax refund bonds (including "substitute bonds" for any lost in the mail), and only then mail them all in together to get converted to electronic form.
Alternatively, send in the paper bonds you have, and wait a year to request "substitute bonds" for those lost in the mail. Those should then (and only then?) get automatically registered in electronic form.
Some things still don't make sense, however. Form 3062 conflates "reissued" and "substitute". It says in one place that "When we reissue a Series EE or Series I savings bond, we no longer provide a paper bond". While in another place it says that "For Series EE and Series I bonds, we no longer issue substitute bonds in paper form."
Another is that I was told that one can request electronic savings bonds as part of a tax refund. Perhaps so, but I can't find how to do that. All I see is Form 8888 that allows you to request paper savings bonds.
https://www.irs.gov/pub/irs-pdf/f8888.pdf
Speaking of Form 8888, the TurboTax FAQ "How do I buy savings bonds with my tax refund?" has its own problem. It says that you can use the form to request up to three savings bonds. You have no choice on the savings bonds, but can request refund direct deposits into up to three financial institutions.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/small-business-processes/buy-savings-bonds-tax-refund/L33edmEa2_US_en_US

@yogibearbull The two fund companies in question, Grandeur & Rondure don't have 100+ funds. Any chance this involves ETF's ? If easy of operation , why not do Trust at the beginning ?
Thanks Derf

Most fund firms put several of their funds within "trusts" or "series". That allows for streamlined fund governance and operations, including creating or shutting some funds within. This way a large fund firm with 100+ funds will be keeping track of only a handful of trusts/series.
This isn't something we the investors should worry about. However, one irritating consequence of this is that in Edgar/EC searches, the trust/series name will work, but fund name/ticker won't. So, sometimes I have to look into fund prospectus or SIA to figure out if it is within some trust/series. This is more a fault of Edgar/SEC search.

Lynn Bolin mentioned AVGE as a fund of interest in his last article in the MFO commentary which piqued my curiosity. The attached link is from Seeking Alpha.
Summary
° The Avantis All Equity Markets ETF started last September and invests by holding 10 other Avantis ETFs.
° Besides sharing the allocation to each ETF held, a strategy description is provided for each of the ETFs held by AVGE.
° Comparing AVGE to the iShares MSCI ACWI ETF, another Global Equity ETF, this new ETF is off to a good start. A comparison between those ETFs is provided.
° Approaching six months in existence, the AVGE is outperforming both the ACWI ETF and the Vanguard Total World Stock ETF. There are allocation differences that the investor has to like.
AVGE: Avantis Enters Global Equity Field Against ACWI