It's not worth moving custodians for one or two funds access. PRWCX is a closed fund. You can get the ETF version of it, though 100% equity, managed by same manager, I think the ticker is TCAF. Then you can pair with bonds to make it look like PRWCX. You can do this in Vanguard brokerage.I was considering adding PRWCX. I am not leaving Vanguard or selling all of my Wellington/Wellesley. I was trying to avoid yet another debate about why I need to forget about actively managed funds and only do index’s. That horse has been beaten into the ground so much I did NOT want to go there again.I have Fidelity and Etrade. Etrade is because of work ESPP and RSUs.
I always move all products from Etrade when available to Fidelity because I prefer not to have two.
I like to see my overall portfolio from one tool plus I can easily move between accounts at same brokerage.
I do agree with the other question about why that fund.
Where boggleheads can help is to help with determing from experience if the fund is worth the pain of having two brokerages.
Typically there is a fund at the other broker that is close to the fund you want.
example.
There was a VG MF fund I was considering but could not buy in Fidelity without a big fee.
I weighted the option of having two accounts and decided the fidelity MF fund was close enough.
In the end I did not buy either MF fund and just stuck with VOO and VT for my stocks.
I won’t make a decision until next year. The fee is high at .71%. Much higher than my Wellesley/Wellington holdings at .16/.18%. My requirements for any fund is under .50% but I’m still analyzing the decision. I’m not yet ready to call T-Rowe for the sales pitch. To early in the decision making process yet.
I didn’t find what I wanted searching so I figured that I would ask here. However, now I’m not sure if it was logical to ask this question in a Bogle Head forum!![:happy]( "smile")
John
Statistics: Posted by Elysium — Thu Jan 23, 2025 4:19 pm