Mike, You're correct. TRAIX is open for additional purchases for existing shareholders. The problem is that TRP has apparently canceled sales agreements for TRAIX with at least some brokerage firms. Specifically, Fidelity insists that they no longer have a sales agreement forTRAIX. And I've called Fidelity at least six times over the last 18 months to make my request, only to get the same response each time. And because this account is a brokerage link tied to a large employer 401a, I can't just elect to move it to another broker of my choice. I can continue to add to my PRWCX in IRAs at another brokerage.

30% VYM + 70% OSTIX = CAGR 6.05% and SD 6.89% and Sharpe 0.74
100% VWINX = CAGR 6.02% and SD 6.91% and Sharpe 0.74
since 12/2006 to present. VWINX is 38% equity last I checked.

John Miller manages several HY muni funds at Nuveen (OEFs NHMAX, etc; CEFs NMZ, etc). He is retiring from Nuveen.
Nuveen also settled with Preston Hollow and will invest a small amount in it.
https://www.bondbuyer.com/news/nuveens-miller-steps-aside-as-head-of-munis-ahead-of-june-1-retirement
More
https://www.prnewswire.com/news-releases/nuveen-appoints-daniel-close-as-head-of-municipals-301792931.html
https://www.prnewswire.com/news-releases/preston-hollow-community-capital-and-nuveen-reach-global-settlement-of-all-litigation-claims-announce-nuveen-investment-in-preston-hollow-301792929.html

I own PRWCX in a Roth IRA as well as in a Traditional IRA with one brokerage firm. Meanwhile at a different brokerage firm, I also own its Institutional class shares TRAIX in a brokerage link account connected to a 401a account which is now landlocked; I am not allowed to buy more TRAIX ("not available to retail accounts") or to perform a "share class exchange" for a few shares into PRWCX ("Closed to new investors"), so the only action the broker will allow me to do with TRAIX is to sell it. (I have repeatedly spoken with the brokerage firm's "mutual fund traders," none of whom has offered a suggestion of how I can add to my position of TRP Capital Appreciation fund. I've accepted the fact that the only way I can add to the fund is through my separate IRAs by buying more PRWCX. Does anyone have a suggestion for adding to my TRAIX in my brokerage link account?

My personal favorite is MIEIX which has top decile performance for the 1,3, 5 and 10 year time frames…

No, but I did include a news release from the US Attorney's office Southern District of New York:
https://www.justice.gov/usao-sdny/pr/founder-and-former-chief-investment-officer-infinity-q-sentenced-15-years-prison

@Derf,
Not exactly. Since April 1 fell on a Saturday, there was no way the results would be ready on Monday. It seems to depend on when the dates fall. For example, if the first of the month was on a Tuesday, it is possible the monthly results could be ready the upcoming Monday provided there was no holidays. The WSJ used to publish a yearly calendar on when certain articles were to be published, but I have not seen the calendar for a couple of years.
Here is the mediakit page where you can find the editorial calendar page:
https://mediakit.wsjbarrons.com/p/1
Here is the editorial calendar/reports calendar for 2023:
https://acrobat.adobe.com/link/review?uri=urn:aaid:scds:US:65e5d3c4-8bd1-3851-8704-d37d41372971

I thought I would share this hack as I have benefited greatly by doing this. If you are contemplating transferring assets to another brokerage that gives out a bonus for doing so, transfer the lowest amount for that tiers bonus and then transfer the same amount in say 60-90 days and get a 2nd bonus. Not all brokerages allow this but my new one did. Example: If a transfer of 100-250K gets a $300 bonus do a first transfer of 100k and a 2nd transfer of the same when allowed ,for a second bonus instead of transferring the 200k at one time. You will have to do the research to find out which brokerages will allow this. Having a financial advisor at the new brokerage can make this easier also. I will hold back on which one I have done this with so not to have it backfire on me. In the past 120 days I have tripled my bonuses by doing this. Happy Transferring!!

Consider thinking outside the box, or in this case, outside of Schwab and brokerages in general.
Hyperion Bank CDs (new money, available online, taxable accounts only):
- 19 mo CD, 5.35% rate, 5.50% APY
- 13 mo CD, 5.12% rate, 5.25% APY
https://www.hyperionbank.com/ContentDocumentHandler.ashx?documentId=76584
If you're looking for flexibility but still want to lock in a good rate, there are no penalty CDs.
CIT Bank 11 mo CD, 4.80% APY
https://www.cit.com/cit-bank/no-penalty-cd-direct
If you're interested in a CD that floats above the cash rate, Merchant Bank of Indiana has flexible rate CDs, for periods of 12, 24, and 36 months. They all pay prime minus 2.75%, but not less than zero. Currently, that's 5.39% APY (5.25% rate).
https://www.merchantsbankofindiana.com/certificates-of-deposit/

I've had a hard time justifying buying more treasuries or CDs at current yields when the Schwab MM is at ~4.7%. It's a guess whether 3-12 month rates will be going up or down in the near future, so 4.7 doesn't seem like a bad holding place.

Thought that I'd ask for MFO community input before buying at Schwab. The best that I see there, non-callable, is:
• US Treasury | 04/30/2024 | YTM: 4.594
• CD: 4.85% | 04/25/2024 | Charles Schwab Bank TX
• CD: 4.90% | 04/16/2024 | Wells Fargo Bank, Nt SD
Thanks for any info you might have.

Search "PFIC" tax issues.
Most foreign funds that hold property or physical commodities are PFICs for the US investors. This is because the US laws/regulations for funds are quite different from those elsewhere, and the PFIC designation prevents bypassing those by simply having a fund incorporated elsewhere but made accessible to the US investors.
One immediate implication of the PFIC treatment is that unrealized gains/losses must flow through fund's earnings or income statements. So, such funds may have very lumpy distributions. This doesn't matter for gold/silver bullion funds (topic of the OP), but may be relevant for foreign income funds that may hold real estate, etc.
Form 8621 https://www.irs.gov/pub/irs-pdf/f8621.pdf

FYI for anyone interested in investing in Gold and other precious metals.
I have had small amounts in Gold over the years and have discovered several irritating tax issues.
GLD pays for it's expenses buy selling a bit of the gold every month. This generates income for you the fund owner that has to be calculated and reported, usually as short term if I remember
Last year I decided to buy some PHYS Sprott Physical Gold Fund and the website promised that if you complete a form 8621 you can avoid paying the 28% long term tax rate on collectibles.
This is true, but 8621 is a real PIA that makes K-1 look simple. I think I figured it out, but it has to be filed with your 1040 and TurboTax will not support it. So you have to file by paper.
Sprott is considered a foreign investment, even though it is traded in US.

"Can’t anybody here play this game?
That quote from baseball legend Casey Stengel would apply to the job of stock-fund manager these days. Under the pressure of an uncertain stock market and banking system—and the Federal Reserve’s relentless interest-rate increases to try to tame inflation—it has been harder than ever for stock-picking fund managers to grind out gains.
A year ago, when managers closed the books at the end of the 2022 first quarter, scores of funds posted healthy gains, and all 10 that topped the list in The Wall Street Journal’s quarterly Winners’ Circle survey of outperforming funds delivered returns north of 20%. Flash forward to today, and the picture is different: The market is down for the 12 months, and of the 1,257 qualifying mutual funds in the survey, only 27 managed to eke out any kind of positive return, and only 10 posted a return north of 3%.
The average performance for the funds was minus 8.3%, trailing the S&P 500 index’s total return of minus 7.7%."
By: By Suzanne McGee Link

From the WSJ
"Stock pickers missed out on the first-quarter rally, failing to extend their recent winning streak.
Only one in three actively managed large-cap mutual funds beat their benchmarks in the first three months of the year, the worst performance since the three-month period ended December 2020, according to data from Bank of America Global Research.
That marked a shift from last year when 57% of large-cap mutual funds raced ahead of their benchmarks in a market rocked by red-hot inflation, rising interest rates and worries over a potential recession. More funds beat their benchmarks in 2022 than in other any year since 2007, when 71% of them did so, according to data compiled by Goldman Sachs Group Inc."
Link

It's been so long since I used a MMF with Merrill that I'd forgotten why I avoid buying them there.
This may be a petty ("penny") issue, but Merrill does not seem able to handle fractional shares of some MMFs. Most of us are familiar with the problem of being left with change when buying stocks because they can only be purchased (at most brokerages) in whole shares. Merrill has the same difficulty with some of the MMFs it sells.
With certain MMFs funds, one must enter a whole number of dollars. In addition, only whole dollars of monthly dividends (interest) get reinvested. The pennies left over get deposited into the transaction account. Once one accumulates 100 pennies, one can manually buy another share.
There's no apparent rhyme or reason as to which funds are handled this way. Merrill offers institutional class shares of MMFs from BlackRock, Federated Hermes, and Fidelity. Some but not all of funds from each of those families have this problem. The only pattern seems to be that Merrill's website accepts fractional share orders for all the floating NAV money market funds it sells.
MMFs sold at Merrill, with today's SEC yields.

It has been down at least since yesterday (Sunday, 4/9/23). The message says:
"
[229]The service is experiencing technical difficulties. Please try again later.
REQ6433f62abf7414939bb46570a9ceaa33
"
Edit/Add: Fido NetBenefits is for 401k/403b. Fido Brokerage is working fine.

I've done it twice, no problem. But, once you are presented with a TurboTax screen, it can be frustrating to navigate your way back to it. Use the bookmark function, it you are not ready to commit.
The paper bond takes a while to arrive.
Buying I-bonds, you are allowed $10,000 per person, plus $5,000 per return. So, we have purchased $25,000 in I-bonds for 2023.