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If possible, please provide a link to your fund. I’m always eager to learn about a new one. Would enjoy tracking it along with the half dozen or so others I watch. (And promise not to disparage it). :)
Nice having you on the board. Thanks for the contributions.
From review of the fund's fact sheet (and my brief study) it appears to be a dang nice fund. I see you joined on 10/4 (a good date for me); and, in reading MikeM's post I learned you are a DUKE grad. For me, it is ABC (Anybody But Carolina).
Since the fund is not firm name eligible where I maintain my account I've got to figure a work around without getting a good number of 1099's. Perhaps, I can buy direct then do a transfer into firm name with them; but, first I have some channels I must navigate before I can proceed.