Howdy, Stranger!

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

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

fundly

About

Users name
fundly
Joined
Visits
110
Last Active
Roles
Member

Comments

  • My experiences. At Fidelity same as above. Quicker phone help with more seasoned reps with Premium. Dedicated rep disappeared. With Etrade surprise ,surprise, surprise. A dedicated rep who has a direct # and calls back usually within 15 min. He han…
  • @ybb. Kindly interpret this chart and what is ROC? Thanks.
  • @ MrRuffles. If the acct is large, I think greater than 50K ask to be assigned to personal rep and ask for their phone #. Call that person and leave a message. They will facilitate resolution of any problems that might occur I always got a callback …
  • Had to keep the Vanguard acct as Etrade like many other firms ,does not carry most Admiral funds. We put up with the negatives as others have noted but save a lot on the ER.
  • I opened an acct with them 5 months ago and am pleasantly surprised that now, all funds including institutional ones are NTF. I was with ALLY invest and the experience was Horrible. E-trade assigned us an adviser that handled all the issues in the t…
  • I have been quite happy with OUSM a small cap quality dividend ETF which is similar to VDIGX in its philosophy. Volatility is also muted compared to the indexes.
  • If available to you. I own this at Wellstrade with 0 minimum- Fidelity Mmkt- FNSXX todays 7 day yield 3.97%.
  • Sorry I have no way to do this. Suggest you look at their website to see if is posted there.
  • Thanks Lewis. Article is a real eye opener. So , no common sense. It is a pity that this democracy will fail due to incompetent and greedy government practices. Our march to 3rd world status will be complete when the middle class is obliterated. It…
  • What is the point in knowing the effective tax rates anyhow, as they are meaningless for the vast majority of the ultra rich folks and corps that pay little if any taxes. I cannot remember which ones. but in the past year or so, I recall some S&…
  • The tax rates as noted above, are meaningless for the affluent and corps ,as our government allows armies of lawyers and accountants to make a mockery of the rates ,with loopholes for every expense. As Buffet said, "Something is wrong when my secre…
  • Currently using USFR for a partial cash position. 2.68%-30 day sec yield. very low duration of 0.02. Will be able to catch rising rates with virtually no decrease in price which will occur with longer dated treasuries. Since purchase earlier in week…
  • I second the above from MikeM. As along time holder of RPHIX, since Dr. Snowball first reviewed it here on MFO and a more recent owner of CBLDX, David you truly have managed to be an ace in the past year with both funds in the 1st quartile as assig…
  • I own FNSXX in my Wellstrade acct. Current 7 day yield- 1.34%. As noted by others it still will not even begin to cover the current inflation fiasco.
  • As noted in the original post, these are for "quick" comparisons to get a general idea of the funds status vs other funds in the comparison. Then further evaluation on other sites or the fund company data pages for more information is what I do ,fo…
  • Do not own yet . Still perusing. I would imagine that buying about the same amounts of each would make sense. Would then buy each just before the hedges renew for that series.
  • @Balu Balu. If you go into M* and read the 4th paragraph of JHDAX (series 2), in the top analysis summary ,the writer advises buying both series 2 and 3 as it "Lowers market price path dependency or the investments sensitivity to short periods of …
  • It not take long. I found out today that I could no longer purchase my. Vanguard Admiral funds any longer at Firstrade. Only sales are now permitted in those funds without a fee. Wanted to update my previous posts. May have to transfer the funds bac…
  • Is it just me or have others felt that the reps are quite young vs the other brokerages. In the few times I have had to contact Vanguard in the past year the reps sound like they just got out of high school. My other brokerage reps are much more mat…
  • Just enjoying the party until it ends! Hopefully not for some time.
  • Both index and non index funds are NTF. One example ix VWIAX which I own. Minimum is $500.
  • @MSF. Agree with all your points. Firstrade is not my primary brokerage and as you have noted my Scudder and Wellstrade free trades went into the dustbin of history. My understanding though is that at Fidelity you would have to set up recurring inve…
  • @ Balu. Others do but I would imagine with transaction fees. My Wellstrade account is one. Because of the fees I use Firstrade for these Admiral funds. You would have to find out about others on your own research.
  • @carew388. goofed. SVARX and NTBAX both available. $500 minimum. PACLX and PRWCX both closed to non shareholders
  • The available funds listed on the informational pages without an account is far from complete. With an account the available funds are many more. I own SVARX as a matter of fact and both this fund and PACLX are both available with $500 initial amoun…
  • Forgot to add. Free cash management is available with a minimum 25K in the account. This has to be applied for separately and comes with checks, atm card,etc
  • I am in no way affiliated with Firstrade so I can report without hesitation after 1 year now, that I have been, for the most part ,happy with this account that allows every, yes every of the 11,000 funds on the platform NTF. Fees occur if a transac…
  • Though JPST and ICSH have their places in a portfolio (I own both) I have been using the SFGI Direct online bank account( Summit Bank) the past year with great success. With these ETF's paying about .30% (30 day SEC yield) I almost double this with …
  • @shadow. So far, I have not had any busted trades purchasing at Firstrade by the method I noted, though I am aware it could happen.
    in PMEFX Comment by fundly February 2021
  • Yes as I said, quirky! But by accidentally finding this method, I am able to purchase funds that do not otherwise show up on the site. It has saved me fees as a result.
    in PMEFX Comment by fundly February 2021
  • @shadow. I do not put the fund family in. When the trade page for funds comes up just put the ticker in and say, 1000.00. The fund will come up as open with the minimum. I went through all the motions until the confirm page came up and then cancelle…
    in PMEFX Comment by fundly February 2021
  • @Shadow. Sorry again but you are wrong! If you log in to your account as I did, go to research, click on mutual funds,then put in the ticker the fund comes up as available with 3K initial and 100 subsequent. As I mentioned in my earlier post, the li…
    in PMEFX Comment by fundly February 2021
  • Sorry @Shadow but Firstrade=Yes!!! The available funds listed are much greater if searching as a customer vs just searching without logging in. Why this is so I do not know. Initial is $3000.
    in PMEFX Comment by fundly February 2021
  • @AndyJ If I remember correctly I got the information when I called them last year. It is truly remarkable that this firm is now refusing to divulge information required for tax preparation. I wonder what the SEC would think. I just do not have the t…
  • @AndyJ .For 2019 IOFIX distributions included 10.71% in Federal obligations. I cannot remember how I got that figure but I would have not used it if it was not correct. Depending on the amount invested this could be a good chunk of a deduction on …
  • Fidelity reported it as a "Non dividend distribution". Now my interaction yesterday with Alpha Centric. Their site has no tax related information. Spoke to a rep because I needed to know if any of the dividends are from US Govt obligations which wou…
  • All MF's are NTF. No commission. I did not mention load. That is a separate item. In my account if you click on" research and tools", then click on mutual funds, a page appears where you choose( in small letters) the list you wish ,either load list…
  • If the ACH transfer is initiated before 1pm then the funds are available almost immediately, at least that has been my experience. If after 1pm the funds are available the next day. Why. I am not sure. Possibly it is based on the amount of assets in…
  • Every MF on the platform is NTF. Also instead of VWINX I bought VWIAX the admiral share with a lower ER with a $500 minimum. Same with the other Vanguard admiral funds so far. The site is quirky in that the M* info page shows the normal 50,000 minim…
  • @msf and anyone else who might know. Do bond fund managers typically try and sell bonds before they mature to decrease the chance of losing principal? Is this why the turnover can be so high in some funds. I just have had a hard time understanding w…
    in ETF HNDL Comment by fundly January 2021