Howdy, Stranger!

It looks like you're new here. If you want to get involved, click one of these buttons!

In this Discussion

Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.

    Support MFO

  • Donate through PayPal

Can I do a class conversion from PRWCX into TRAIX at Schwab?

edited November 2022 in Fund Discussions
Last year I was able to swap PRWCX into TRAIX at Fidelity. Fidelity is not allowing this any more. Does anyone know whether Schwab assists clients holding the retail class of T Rowe Price Capital Appreciation Fund PRWCX into the institutional class shares TRAIX to get the lower expense ratio? And if so, what is the minimum $ value required for the class conversion?


Sign In or Register to comment.