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Thanks for the support. I'll get you a full list and have someone followup. Here is a quick screenshot of my customer portfolio so you can see some of the funds
by busque 10y ago
Thanks for the support. I'll get you a full list and have someone followup. Here is a quick screenshot of my customer portfolio so you can see some of the funds quickly. https://cloudup.com/c_kk6Zi5jC1 https://cloudup.com/c_kk6Zi5jC1
- Someone1234 10y agoIt would be awesome if you just listed which funds you support somewhere on your site. I imagine this is a question that will come up again and again.
- busque 10y agoActually, fund menu selection does not come up as much as you think... That being said, we are building the page right now and will post it soon!
- loeg 10y agoWhy do you have a tax-managed fund in a retirement account?
- busque 10y agoWe own this fund in spite of the fact that its main goal is tax efficiency (given that the efficiency is not needed in retirement accounts). Though the fund is outstanding for tax purposes, it also boasts low turnover, broad diversification, and an extremely low expense ratio of .11% (category median is 1.24%) considering it is not a “true” index fund. The S&P index it follows promotes low turnover, which lowers trading costs. The fund does not own as many mid-cap companies as rival funds and stays true to the small-cap arena, with at least 80% of its holdings in small-cap. This prevents unnecessary redundancy in an overall portfolio.
- loeg 10y agoThanks for the thorough and thoughtful answer.
- boulos 10y agoFor those that don't want to click through: - VTSAX - VTMSX - VMVAX - VEMAX - VIGAX - VTMGX - VVIAX Do you also have VTIAX? (International fund, equivalent to VXUS etf)