243 0 obj 218 0 obj To help simplify self-directed investing, we have developed a screening process for mutual funds offered through Merrill Edge. /K [884 0 R 885 0 R 886 0 R 887 0 R] /PageWidthList << /Count 5 185 0 obj endobj 1253 0 R 1254 0 R 1255 0 R 1256 0 R 1257 0 R 160 0 R 162 0 R 1258 0 R 1259 0 R 1260 0 R /2 [-32768.0 3.0 3.0 -576.0 356.4 -36.0 369.0 1.0 0.0 0.0 /S /H4 << << Merrill Edge provides 30 cost-free ETF or equity trades a month to customers who have $50k or more in qualifying Bank of America deposit accounts and/or qualifying Merrill Edge and Merrill Lynch investment accounts. endobj >> /Pg 33 0 R >> endobj /NumberOfPageItemsInPage 10 endobj /P 21 0 R /PageItemUIDToLocationDataMap << /T1_2 360 0 R >> /K [603 0 R 604 0 R 605 0 R 606 0 R 607 0 R] /Pg 50 0 R endobj /A << endobj 291 0 R 292 0 R 293 0 R 294 0 R 295 0 R 296 0 R 297 0 R 298 0 R 299 0 R 300 0 R /TextAlign /End 1.0 0.0 -354.0] endobj /Pg 43 0 R << /S /L endobj /OriginalDocumentID /C /Pa12 << 1118 0 R 1119 0 R 1120 0 R 1121 0 R 1122 0 R 1123 0 R 1124 0 R 1125 0 R 105 0 R 1126 0 R /S /L endobj /A << /O /Layout /O /Layout << /StructParents 180 >> >> >> Like many rivals, Schwab does not require a minimum to open an account or get started. /Parent 6 0 R >> /C /Pa12 /Pg 32 0 R /ParentTreeNextKey 234 /0 [1.0 0.0 0.0 1.0 -306.0 -396.0] /Pg 30 0 R /PageUIDList << There are a few pros and cons with Merrill Edge when investing in index funds, as with any other type of investment. /Rect [36.0 403.888 297.0 394.592] /GS5 356 0 R 195 0 obj 1876 0 R 1877 0 R 1878 0 R 1879 0 R 1880 0 R 1881 0 R 1882 0 R 129 0 R 1883 0 R 1884 0 R /P 21 0 R 4. /S /L /6 [-32768.0 4.0 4.0 -306.0 169.8 306.0 169.8 1.0 0.0 0.0 /StructParent 112 /Contents ( Account Information page 6 ) /StructParents 123 /ProcSet [/PDF /Text] /C /Pa11 /Font << /S /L 11 0 obj << 0.351776 -272.22 269.498] << 1.0 -315.478 330.48] >> (BRO-06-22-0390.indd:Historical Pricing and Valuation Service:4305) [27 0 R /XYZ 35 302 null] (BRO-06-22-0390.indd:About Your Accounts:4298) [24 0 R /XYZ 314 552 null] << 1176 0 R 1177 0 R 1178 0 R 1179 0 R 1180 0 R 1181 0 R 1182 0 R 1183 0 R 139 0 R 1184 0 R (BRO-06-22-0390.indd:Remittance Transfers:4316) [29 0 R /XYZ 314 688 null] endobj /K 760 0 R /CS0 [/ICCBased 350 0 R] NAV returns assume the reinvestment of all dividend and capital gain distributions at NAV when paid. Disclaimer: ACM MEDIA LLC provides reviews of services based on our personal
<< >> << /Parent 18 0 R >> endobj /C /Pa12 313 0 obj /C2_0 379 0 R 203 1627 0 R 204 1629 0 R 205 1631 0 R 206 1639 0 R 207 [null 1752 0 R 1753 0 R 1754 0 R 1755 0 R 1756 0 R 1757 0 R 301 0 R 1758 0 R 1759 0 R Choose and open an account or call us at 888.637.3343 Roth IRA (roughly $31,000). endobj << /DocumentID >> >> >> /0 612.0 >> /O /Layout To buy Vanguard funds through Merrill Edge, you need to set up your Merrill Edge brokerage account. /S /H4 3 0 obj endobj << >> endobj To learn more about Merrill pricing, visit, Member Securities Investor Protection (SIPC), Client Relationship Summary (Form CRS) (PDF), Are Not Insured by Any Federal Government Agency, Are Not a Condition to Any Banking Service or Activity. /A12 << /A10 << >> endobj /P 21 0 R Before investing consider carefully the investment objectives, risks, and charges and expenses of the fund, including management fees, other expenses and special risks. /ZaDb 11 0 R >> >> /P 21 0 R /StructParent 109 >> /S /S Mutual funds offer long-term investors a simple way to build a portfolio to help meet a range of investing goals. (BRO-06-22-0390.indd:Opening an Account:4299) [25 0 R /XYZ 35 759 null] 1.0 9.86 -358.06] /GS1 352 0 R /Parent 19 0 R 1441 0 R 1442 0 R 1443 0 R 1444 0 R 1445 0 R 1446 0 R 1447 0 R 1448 0 R 1449 0 R 1450 0 R /GS0 351 0 R >> /CropBox [0.0 0.0 612.0 792.0] /S /H3 for a Roth conversion). Once you have the screener open, put a tick mark next to Materials under the heading Sector & Industry Group. /P 21 0 R >> /InDesign << /T1_4 363 0 R /C /Pa16 /DR << /K [595 0 R 596 0 R 597 0 R] (BRO-06-22-0390.indd:5 3:4399) [30 0 R /XYZ 35 176 null] /C /Pa31 You should consult your legal and/or tax advisors before making any financial decisions. (BRO-06-22-0390.indd:.89113:4366) [27 0 R /Fit] >> 148 0 obj A silver ETF is an exchange-traded fund (ETF) that focuses on silver investments. >> Which for a $1000 investment probably adds up to 3 cents a year. >> /K 0 Current performance may be lower or higher than the performance quoted. 193 0 obj /S /P 1.0 -270.0 281.74] /K 24 /BS << /S /L /S /L 151 0 obj While some crypto platforms have third-party insurance, and some U.S. dollar deposits are covered by FDIC insurance, a lot of assets on crypto platforms are not protected. /LastModified << 200 0 obj endobj /S /H4 /SpaceAfter 3.0 endobj >> endobj /PageTransformationMatrixList << 21 0 obj 275 0 obj Since Inception returns are provided for funds with less than 10 years of history and are as of the fund's inception date. << /A 37 0 R >> /Pa12 << /Type /Border >> /Type /Annot /Contents ( About Optional Services page 6 ) /P 21 0 R It isn't clear whether the move will help Gemini Earn customers get their money back. /S /H2 /2 [-32768.0 2.0 3.0 36.0 356.4 576.0 369.0 1.0 0.0 0.0 >> Don't do it through Merrill Lynch. /BS << /PageTransformationMatrixList << /S /H3 endobj /Length 0 /P 21 0 R Market price returns are based on the prior-day closing market price, which is the average of the midpoint bid-ask prices at 4 p.m. /igrave /iacute /icircumflex /idieresis /eth /ntilde /ograve /oacute /ocircumflex /otilde >> /P 21 0 R /K 28 >> 1.0 -315.478 330.48] 4. /Subtype /Link >> >> /CS0 [/ICCBased 350 0 R] Banking products are provided by Bank of America, N.A. /C /Pa12 /S /S /BS << /A 2059 0 R /8 [-32768.0 7.0 4.0 -36.25 62.75 -35.75 122.712 1.0 0.0 0.0 /PageTransformationMatrixList << /A 2068 0 R /K 3 1.16 -668.16 -504.0] >> /H /N 71 0 obj needs, many mutual funds offer more than one "class" of shares - generally Class A, Class C , and no-load shares. << << /Pg 44 0 R /S /L << /P 21 0 R /S /S If I'm on Disability, Can I Still Get a Loan? >> 1.0 0.0 169.8] >> /NumberOfPageItemsInPage 8 (BRO-06-22-0390.indd:Direct Reinvestment:4311) [28 0 R /XYZ 35 759 null] /S /L /C /Pa12 We use intelligent software that helps us . (BRO-06-22-0390.indd:Investing:4300) [25 0 R /XYZ 35 540 null] /P 21 0 R /Tabs /S >> << /odieresis /divide /oslash /ugrave /uacute /ucircumflex /udieresis /yacute /thorn /ydieresis] endobj /C /Pa5 /K [880 0 R 881 0 R 882 0 R 883 0 R] >> 1.0 0.0 235.38] /Rect [36.0 207.523 297.0 196.714] << /Type /Annot 118 0 obj 38 0 obj /Subtype /Link Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. 323 0 obj In order to avoid the $39.95 short-term mutual fund trading fee, no shares may be sold for at least 90days once a customer purchases a NTF mutual fund. 73 0 obj /Pg 50 0 R Copyright 2023 FactSet. /Helv 10 0 R /W 0 241 0 obj /Type /Page /NumberofPages 1 /Font << /Type /Page endobj /A 841 0 R 1.0 0.0 227.4] /StructParents 232 /C /Pa12 /K 0 /ColorSpace << (Ttc1OLVi8kOm8KaxGDqANQ) 449 0 R (Ut9LSXK2zkmLdUFUdV9KOw) 450 0 R] 1.0 0.0 265.68] /BleedBox [0.0 0.0 612.0 792.0] 1.0 0.0 -19.92] >> 204 0 obj 267 0 obj >> >> /ViewerPreferences << 133 0 obj 1.0 -7.92 -162.0] /S /P endobj endobj /PageWidthList << /P 21 0 R /T1_2 361 0 R The good news is that there are more than 800 free funds with waived transaction fees. >> >> 141 0 obj /0 44575 << >> /S /L /DocumentID /CS0 [/ICCBased 350 0 R] /LineHeight 8.0 /ProcSet [/PDF /Text] /K 826 0 R /BS << This page was last edited on 15 April 2021, at 20:24. >> Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and SIPC. endobj /S /P !Watch to see how we do it!Dont forget to Subscribe https://brent-links.com/YouTubeThumbs up, this video \u0026 Hit The Bell to be notified of new content! /W 0 /StructParent 114 All rights reserved. /7 [-32768.0 5.0 4.0 -306.0 -107.4 306.0 -107.4 1.0 0.0 0.0 << /Pg 50 0 R /S /L Press J to jump to the feed. /Contents ( Inter Company Transfer of Funds page 7 ) endobj The sweep The former account type costs 35 basis points annually. /K 71 Thus, the Bogleheads forum and Wiki tends to be Vanguard-oriented. /C2_0 519 0 R >> (BRO-06-22-0390.indd:About Optional Services:4304) [27 0 R /XYZ 35 403 null] /GS0 351 0 R >> /Rotate 0 endobj null 1629 0 R 1630 0 R null 1631 0 R 692 0 R 693 0 R 694 0 R 695 0 R 1632 0 R /Subtype /Link /K 48 >> /PageItemUIDToLocationDataMap << /ColorSpace << endobj /0 [1.0 0.0 0.0 1.0 -306.0 -396.0] >> /C /Pa39 140 0 obj endobj /Pg 30 0 R /O /Layout /Type /Border 1825 0 R 87 0 R 1826 0 R 1827 0 R 1828 0 R 1828 0 R] >> >> /Resources << >> (BRO-06-22-0390.indd:.89199:4387) [33 0 R /Fit] endobj /CropBox [0.0 0.0 612.0 792.0] Looking for a different approach to investing? /A 2060 0 R << /Lang (en) /StructParents 162 >> /CS0 [/ICCBased 350 0 R] /A 749 0 R << /A 2083 0 R /T1_1 361 0 R /P 21 0 R /O /Layout 346 0 obj /2 [-32768.0 3.0 3.0 -576.0 356.4 -36.0 369.0 1.0 0.0 0.0 >> Copyright 2010-2023 TopRatedFirms.com. Investing in index funds, such as Vanguard funds, comes with the following advantages. /GS2 497 0 R /BS << /ColorSpace << /C2_0 379 0 R /K 3 /K 9 /K 46 /P 21 0 R >> 1.0 -315.478 330.48] There are also protections against bank collapse, such as FDIC insurance. /PageTransformationMatrixList << /S /H3 /K [873 0 R 874 0 R 875 0 R] How To Sell Mutual Funds. /C /Pa12 /P 21 0 R /K [745 0 R 746 0 R] /S /H4 We are unable to supply ratings data at this time. /A0 << /K 6 /A 871 0 R endobj >> 126 0 obj /2 [-32768.0 7.0 3.0 -576.0 356.4 -36.0 369.0 1.0 0.0 0.0 /A14 << Website: https://brent-links.com/IoTGFacebook: https://brent-links.com/FaceBookInstagram: https://brent-links.com/IGSupport the channel!StocksGet up to $2,000 in FREE STOCKS here!https://brent-links.com/FreeStocksCryptoGet up to $270 in FREE BITCOIN here!https://brent-links.com/FreeCrypto------------------------ Disclaimer --------------------I am not a Financial Advisor, Attorney, or CPA, and no Financial, Legal, or Tax Advice is being provided. You may only need one or two if you invest in well-diversified funds. /ColorSpace << /PageItemUIDToLocationDataMap << >> >> /K 12 /Title (About the Merrill Lynch Direct Deposit Program) /P 21 0 R >> 241 0 R 242 0 R 243 0 R 244 0 R 245 0 R 246 0 R 247 0 R 248 0 R 249 0 R 250 0 R << Once your account is set, all that is left is funding your account, and the trading begins! Your email address will not be published. >> /OriginalDocumentID /A 2070 0 R Overall, Vanguard is better to retire due to its low-cost mutual funds and hands-on retirement planning. >> (BRO-06-22-0390.indd:.89149:4375) [28 0 R /Fit] /C /Pa11 /W 0 endobj /ArtBox [0.0 0.0 612.0 792.0] 145 0 obj endobj /O /Layout /C /Pa12 /ColorSpace << /10 [-32768.0 12.0 4.0 -306.0 -128.7 306.0 -128.7 1.0 0.0 0.0 /Tabs /S /P 21 0 R After the form is processed, redemption would be complete, and the AMC would transfer the redemption amount to your bank account. >> 239 0 obj 1. All rights reserved. /Pg 50 0 R /S /S >> /Type /Metadata /ExtGState << >> >> 170 0 obj /C /Pa28 /P 21 0 R /StructParent 94 >> Type a symbol or company name and press Enter. That's how prevalent it's become. /S /L >> Type a symbol or company name and press Enter. /1 [11429.0 1.0 2.0 9.0 -360.0 270.0 325.44 1.0 0.0 0.0 /P 21 0 R /P 21 0 R /LineHeight 8.0 >> /K 5 1836 0 R 1836 0 R 1837 0 R 1838 0 R 1839 0 R 1840 0 R 1841 0 R 1842 0 R 1843 0 R 1844 0 R /S /L /A 2072 0 R endobj /K [614 0 R 615 0 R] /P 21 0 R /ArtBox [0.0 0.0 612.0 792.0] /Parent 17 0 R 1395 0 R 1396 0 R 1397 0 R 1398 0 R 1398 0 R 1398 0 R 1399 0 R 1400 0 R 1401 0 R 1402 0 R 1.0 0.0 171.6] /P 21 0 R /1 [-32768.0 0.0 0.0 -270.0 335.687 -153.0 369.0 1.0 0.0 0.0 >> << /Pa28 << << << /K [769 0 R 770 0 R 771 0 R 772 0 R 773 0 R 774 0 R 775 0 R] >> >> >> /Contents 512 0 R /Rect [36.0 349.488 297.0 340.192] >> /K [537 0 R 538 0 R 539 0 R] /S /P 10 year returns are provided for funds with greater than 10 years of history. The number of business days that it takes funds to clear is always one (T), plus h number depicted. /K 0 255 0 obj /P 21 0 R /8 [-32768.0 6.0 4.0 -306.0 149.76 306.0 149.76 1.0 0.0 0.0 /InDesign << /Contents 506 0 R endobj << endobj /K [863 0 R 864 0 R 865 0 R 866 0 R] /Annots [503 0 R] If your portfolio has more funds than individual stocks, fee-free trades will save you money. /Parent 18 0 R /Pg 33 0 R >> NOTE: The easiest way to add diversification to your portfolio is to invest in real estate through Fundrise. /0 17211 /S /H3 /S /H4 endobj /ArtBox [0.0 0.0 612.0 792.0] 172 0 obj /P 21 0 R /K 3 /PageTransformationMatrixList << endobj 0.282135 153.0 -382.5] endobj >> /T1_1 360 0 R Additional information is available in our Client Relationship Summary (Form CRS) (PDF). >> /A 649 0 R >> /S /L << 56 0 obj /ColorSpace << Prospectuses can be obtained by contacting us. /S /L >> << /S /L /S /H4 /T1_6 365 0 R /BS << endobj /Pg 29 0 R endobj /A 847 0 R /SpaceAfter 1.0 >> Expense Ratio Gross Expense Ratio is the total annual operating expense (before waivers or reimbursements) from the fund's most recent prospectus. /Sh2 368 0 R 1.0 296.522 330.48] /S /H4 /ProcSet [/PDF /Text] /S /Note >> 10 year returns are provided for funds with greater than 10 years of history. 1.0 -266.62 -347.62] /S /GoTo /PageItemUIDToLocationDataMap << 1.0 -269.5 -795.82] 1622 0 R null 1623 0 R 1624 0 R null 1625 0 R 1626 0 R null 1627 0 R 1628 0 R 1.0 -268.06 -354.5] /P 21 0 R >> /P 21 0 R /Parent 18 0 R /DocumentID Click on any of the mutual fund tickers below to see the ETF alternatives to these mutual funds, as selected by our Mutual Fund to ETF Converter tool . /S /H3 /Rect [36.0 500.288 297.0 490.992] /T1_1 360 0 R /CS0 [/ICCBased 350 0 R] /S /L << Investment return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. endobj /Names [(V3aLNaWGyEKQLjji-WYQfw) 451 0 R (W2NW8QH5GUuM7k84WMG_HA) 197 0 R (W6pGNlUf1EuyW8z0CUvSYA) 452 0 R (WN1Xx-3cI0OZkvASpS7FLw) 453 0 R (Wi_YEs_6hUGAvqFC3el3zw) 454 0 R /Font << 310 0 obj >> endobj What Are the Advantages of Investing in Index Funds? 1.0 9.5 -347.62] >> >> /Pa17 << /S /L /LineHeight 8.0 /P 21 0 R /S /L /P 21 0 R 229 0 obj /S /H4 /BaselineShift 2.664 /PageUIDList << Free and $0 means there is no commission charged for these trades. /P 21 0 R /ProcSet [/PDF /Text] >> /Count -3 /Parent 19 0 R /14 [-32768.0 15.0 4.0 -272.22 269.498 -259.556 282.162 0.351776 0.0 0.0 (BRO-06-22-0390.indd:Additional Notes on Electronic Transfers:4315) [28 0 R /XYZ 35 200 null] /Rotate 0 /P 21 0 R 203 0 obj >> /P 21 0 R endobj Gemini Earn customers get their money back, Copyright, Trademark and Patent Information. endobj >> >> << 248 0 obj 1009 0 R 1010 0 R 1011 0 R 1012 0 R 1013 0 R 1014 0 R 1015 0 R] >> /P 21 0 R /K [705 0 R 706 0 R 707 0 R] >> /StructParent 111 /Contents ( Investing page 3 ) /T1_2 360 0 R 227 0 obj /S /L /K 55 /ColorSpace << /Rotate 0 >> /K [540 0 R 541 0 R 542 0 R] >> endobj /1 [11290.0 1.0 2.0 9.0 -360.0 270.0 336.96 1.0 0.0 0.0 /K 61 /Pa19 << /S /P 1.0 0.0 -107.4] >> /P 21 0 R /C /Pa12 (BRO-06-22-0390.indd:.89166:4379) [29 0 R /Fit] /K 2 /K [549 0 R 550 0 R 551 0 R 552 0 R 553 0 R 554 0 R 555 0 R] /Last 15 0 R /C /Pa12 However, the transaction fee for index mutual funds is $19.95. /LastModified (D:20220718130313+02'00') /GS0 351 0 R endobj >> /K [857 0 R 858 0 R] This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. 1.0 -268.06 -359.5] << >> /MediaBox [0.0 0.0 612.0 792.0] /Pg 30 0 R >> /K [869 0 R 870 0 R] (BRO-06-22-0390.indd:About Fees:4318) [30 0 R /XYZ 35 760 null] /Pg 46 0 R endobj All rights reserved. /Parent 5 0 R << /SpaceAfter 4.0 >> /O /Layout /Direction /L2R 1997 0 R 1998 0 R 1999 0 R 2000 0 R 2000 0 R 2001 0 R 2002 0 R 2003 0 R 2004 0 R 2005 0 R 301 0 obj 1.0 -268.06 -359.5] /Rotate 0 /DocumentID /W 0 /Pg 44 0 R 87 0 obj >> /A 744 0 R Important Information for Clients with Merrill Edge Self-Directed Accounts notification of Changes to Mutual Fund Fees1 Effective November 1, 2012, certain no-load mutual fund fees will be changing as noted in the chart below. >> Merrill Edge Mutual Fund Redemption Fee Broker Mutual Fund Redemption Fees In addition to the broker-imposed redemption fee, many mutual funds themselves also impose short-term trading charges. >> /Pg 25 0 R 333 0 obj /Pg 49 0 R /W 0 /S /S Better than those who are charging $4.95, /LineHeight 6.5 /K [624 0 R 625 0 R 626 0 R 627 0 R 628 0 R] /K [619 0 R 620 0 R 621 0 R] Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. >> /OriginalDocumentID 37 0 obj /CS0 [/ICCBased 350 0 R] /Resources << /C /Pa16 >> /4 [-32768.0 2.0 4.0 -306.0 -264.0 306.0 -264.0 1.0 0.0 0.0 /P 21 0 R /P 21 0 R 50 0 obj >> 2) A Merrill Edge Self-Directed CMA account is an investment account that lets you trade and research mutual funds, stocks, fixed income and other securities, while providing check-writing, online bill payment and a Visa card. /K [708 0 R 709 0 R 710 0 R 711 0 R] 335 0 obj >> /0 84904 /First 15 0 R /S /L /Pg 41 0 R >> /PageTransformationMatrixList << 61 0 obj /C /Pa12 /P 21 0 R /Pg 30 0 R 233 0 obj /A 732 0 R >> /DocumentID /P 21 0 R >> >> /Resources << /Names 4 0 R /Border [0 0 0] << /0 [1.0 0.0 0.0 1.0 -306.0 -396.0] However, the minimum purchase amount for Vanguard mutual funds is $3,000. /S /H4 >> /Tabs /S /K 650 0 R /BS << /Pg 26 0 R /GS0 351 0 R /Subtype /Link 3. /C /Pa12 1386 0 R 1387 0 R 1388 0 R 1389 0 R 1390 0 R 1391 0 R 1392 0 R 1393 0 R 1394 0 R 1394 0 R /P 21 0 R /acircumflex /atilde /adieresis /aring /ae /ccedilla /egrave /eacute /ecircumflex /edieresis endobj endobj /LastModified endobj Available funds have a minimum initial investment of no more than $3,000. 1.0 0.0 216.6] FYI: Another great way to get exposure to the real estate sector is by investing in real estate debt. /0 13909 /BS << /SpaceAfter 4.0 259 0 obj /PageTransformationMatrixList << /OriginalDocumentID /P 21 0 R /P 21 0 R /PageWidthList << /S /Figure Vanguard Group fans would suggest that Vanguard has the best and most complete lineup of such funds, and that the most convenient place to hold Vanguard mutual funds is directly at Vanguard. /T1_0 359 0 R << /ArtBox [0.0 0.0 612.0 792.0] Each fund must have $100 million or greater ($500 million for Large Cap funds) in assets under management across all share classes offered by the fund. Select a category to get started. 85 0 obj Fidelity takes the edge for NTF mutual funds, although broker-assisted trades are slightly more expensive than with Merrill Edge. /T1_3 365 0 R /11 [-32768.0 7.0 2.0 -270.0 271.92 219.697 289.777 1.0 0.0 0.0 /P 21 0 R >> >> Please try again later. /InDesign << /3 [-32768.0 8.0 3.0 36.0 356.4 576.0 369.0 1.0 0.0 0.0 /Pg 25 0 R /Tabs /S endobj /NumberofPages 1 106 0 obj 88 520 0 R 89 [60 0 R 60 0 R 61 0 R 59 0 R 62 0 R 921 0 R 921 0 R 922 0 R 922 0 R 923 0 R >> /K 11 /S /L /3 [-32768.0 2.0 3.0 36.0 356.4 576.0 369.0 1.0 0.0 0.0 /Count 22 15 0 obj /S /H4 /degree /plusminus /twosuperior /threesuperior /acute /mu 183 /periodcentered /cedilla /onesuperior /S /L /ProcSet [/PDF /Text] >> While Vanguard provides virtually all of its mutual funds and ETFs through its exclusive investment platform, third-party brokers like Merrill Edge also offer an extensive range of the same products. /Pg 29 0 R 1.0 9.5 -361.66] Will there be any capital gains or other tax implications for the sale of Vanguard funds. /W 0 endobj /Type /Page 1127 0 R 1128 0 R 1129 0 R 107 0 R 1130 0 R 1131 0 R 1132 0 R 1133 0 R 109 0 R 1134 0 R << /ProcSet [/PDF /Text] /0 612.0 >> /T1_2 361 0 R >> 129 0 obj /3 [-32768.0 4.0 3.0 36.0 356.4 576.0 369.0 1.0 0.0 0.0 /PageUIDList << endobj 1510 0 R 1510 0 R 1510 0 R 1511 0 R 1512 0 R 1512 0 R 1513 0 R 1514 0 R 1515 0 R 1516 0 R >> 1940 0 R 469 0 R 1941 0 R 460 0 R 1942 0 R 422 0 R 1943 0 R 442 0 R 1944 0 R 441 0 R << endobj /S /L /StructParent 113 49 0 obj /PageTransformationMatrixList << /Alt (Merrill, a Bank of America Company) /K 1 /PageItemUIDToLocationDataMap << << /P 21 0 R /Pg 42 0 R >> 1.0 132.84 216.32] << /P 21 0 R 116 984 0 R Hi, my name is Marvin. /Pg 26 0 R Under Investment Research, select Fixed Income. /S /H2 42 0 obj 291 0 obj /CS0 [/ICCBased 350 0 R] /BaseFont /Helvetica When commission-free. /Type /Pages 1.0 -315.478 330.48] /C /Pa12 >> /P 21 0 R
how to sell mutual funds on merrill edge
243 0 obj 218 0 obj To help simplify self-directed investing, we have developed a screening process for mutual funds offered through Merrill Edge. /K [884 0 R 885 0 R 886 0 R 887 0 R] /PageWidthList << /Count 5 185 0 obj endobj 1253 0 R 1254 0 R 1255 0 R 1256 0 R 1257 0 R 160 0 R 162 0 R 1258 0 R 1259 0 R 1260 0 R /2 [-32768.0 3.0 3.0 -576.0 356.4 -36.0 369.0 1.0 0.0 0.0 /S /H4 << << Merrill Edge provides 30 cost-free ETF or equity trades a month to customers who have $50k or more in qualifying Bank of America deposit accounts and/or qualifying Merrill Edge and Merrill Lynch investment accounts. endobj >> /Pg 33 0 R >> endobj /NumberOfPageItemsInPage 10 endobj /P 21 0 R /PageItemUIDToLocationDataMap << /T1_2 360 0 R >> /K [603 0 R 604 0 R 605 0 R 606 0 R 607 0 R] /Pg 50 0 R endobj /A << endobj 291 0 R 292 0 R 293 0 R 294 0 R 295 0 R 296 0 R 297 0 R 298 0 R 299 0 R 300 0 R /TextAlign /End 1.0 0.0 -354.0] endobj /Pg 43 0 R << /S /L endobj /OriginalDocumentID /C /Pa12 << 1118 0 R 1119 0 R 1120 0 R 1121 0 R 1122 0 R 1123 0 R 1124 0 R 1125 0 R 105 0 R 1126 0 R /S /L endobj /A << /O /Layout /O /Layout << /StructParents 180 >> >> >> Like many rivals, Schwab does not require a minimum to open an account or get started. /Parent 6 0 R >> /C /Pa12 /Pg 32 0 R /ParentTreeNextKey 234 /0 [1.0 0.0 0.0 1.0 -306.0 -396.0] /Pg 30 0 R /PageUIDList << There are a few pros and cons with Merrill Edge when investing in index funds, as with any other type of investment. /Rect [36.0 403.888 297.0 394.592] /GS5 356 0 R 195 0 obj 1876 0 R 1877 0 R 1878 0 R 1879 0 R 1880 0 R 1881 0 R 1882 0 R 129 0 R 1883 0 R 1884 0 R /P 21 0 R 4. /S /L /6 [-32768.0 4.0 4.0 -306.0 169.8 306.0 169.8 1.0 0.0 0.0 /StructParent 112 /Contents ( Account Information page 6 ) /StructParents 123 /ProcSet [/PDF /Text] /C /Pa11 /Font << /S /L 11 0 obj << 0.351776 -272.22 269.498] << 1.0 -315.478 330.48] >> (BRO-06-22-0390.indd:Historical Pricing and Valuation Service:4305) [27 0 R /XYZ 35 302 null] (BRO-06-22-0390.indd:About Your Accounts:4298) [24 0 R /XYZ 314 552 null] << 1176 0 R 1177 0 R 1178 0 R 1179 0 R 1180 0 R 1181 0 R 1182 0 R 1183 0 R 139 0 R 1184 0 R (BRO-06-22-0390.indd:Remittance Transfers:4316) [29 0 R /XYZ 314 688 null] endobj /K 760 0 R /CS0 [/ICCBased 350 0 R] NAV returns assume the reinvestment of all dividend and capital gain distributions at NAV when paid. Disclaimer: ACM MEDIA LLC provides reviews of services based on our personal << >> << /Parent 18 0 R >> endobj /C /Pa12 313 0 obj /C2_0 379 0 R 203 1627 0 R 204 1629 0 R 205 1631 0 R 206 1639 0 R 207 [null 1752 0 R 1753 0 R 1754 0 R 1755 0 R 1756 0 R 1757 0 R 301 0 R 1758 0 R 1759 0 R Choose and open an account or call us at 888.637.3343 Roth IRA (roughly $31,000). endobj << /DocumentID >> >> >> /0 612.0 >> /O /Layout To buy Vanguard funds through Merrill Edge, you need to set up your Merrill Edge brokerage account. /S /H4 3 0 obj endobj << >> endobj To learn more about Merrill pricing, visit, Member Securities Investor Protection (SIPC), Client Relationship Summary (Form CRS) (PDF), Are Not Insured by Any Federal Government Agency, Are Not a Condition to Any Banking Service or Activity. /A12 << /A10 << >> endobj /P 21 0 R Before investing consider carefully the investment objectives, risks, and charges and expenses of the fund, including management fees, other expenses and special risks. /ZaDb 11 0 R >> >> /P 21 0 R /StructParent 109 >> /S /S Mutual funds offer long-term investors a simple way to build a portfolio to help meet a range of investing goals. (BRO-06-22-0390.indd:Opening an Account:4299) [25 0 R /XYZ 35 759 null] 1.0 9.86 -358.06] /GS1 352 0 R /Parent 19 0 R 1441 0 R 1442 0 R 1443 0 R 1444 0 R 1445 0 R 1446 0 R 1447 0 R 1448 0 R 1449 0 R 1450 0 R /GS0 351 0 R >> /CropBox [0.0 0.0 612.0 792.0] /S /H3 for a Roth conversion). Once you have the screener open, put a tick mark next to Materials under the heading Sector & Industry Group. /P 21 0 R >> /InDesign << /T1_4 363 0 R /C /Pa16 /DR << /K [595 0 R 596 0 R 597 0 R] (BRO-06-22-0390.indd:5 3:4399) [30 0 R /XYZ 35 176 null] /C /Pa31 You should consult your legal and/or tax advisors before making any financial decisions. (BRO-06-22-0390.indd:.89113:4366) [27 0 R /Fit] >> 148 0 obj A silver ETF is an exchange-traded fund (ETF) that focuses on silver investments. >> Which for a $1000 investment probably adds up to 3 cents a year. >> /K 0 Current performance may be lower or higher than the performance quoted. 193 0 obj /S /P 1.0 -270.0 281.74] /K 24 /BS << /S /L /S /L 151 0 obj While some crypto platforms have third-party insurance, and some U.S. dollar deposits are covered by FDIC insurance, a lot of assets on crypto platforms are not protected. /LastModified << 200 0 obj endobj /S /H4 /SpaceAfter 3.0 endobj >> endobj /PageTransformationMatrixList << 21 0 obj 275 0 obj Since Inception returns are provided for funds with less than 10 years of history and are as of the fund's inception date. << /A 37 0 R >> /Pa12 << /Type /Border >> /Type /Annot /Contents ( About Optional Services page 6 ) /P 21 0 R It isn't clear whether the move will help Gemini Earn customers get their money back. /S /H2 /2 [-32768.0 2.0 3.0 36.0 356.4 576.0 369.0 1.0 0.0 0.0 >> Don't do it through Merrill Lynch. /BS << /PageTransformationMatrixList << /S /H3 endobj /Length 0 /P 21 0 R Market price returns are based on the prior-day closing market price, which is the average of the midpoint bid-ask prices at 4 p.m. /igrave /iacute /icircumflex /idieresis /eth /ntilde /ograve /oacute /ocircumflex /otilde >> /P 21 0 R /K 28 >> 1.0 -315.478 330.48] 4. /Subtype /Link >> >> /CS0 [/ICCBased 350 0 R] Banking products are provided by Bank of America, N.A. /C /Pa12 /S /S /BS << /A 2059 0 R /8 [-32768.0 7.0 4.0 -36.25 62.75 -35.75 122.712 1.0 0.0 0.0 /PageTransformationMatrixList << /A 2068 0 R /K 3 1.16 -668.16 -504.0] >> /H /N 71 0 obj needs, many mutual funds offer more than one "class" of shares - generally Class A, Class C , and no-load shares. << << /Pg 44 0 R /S /L << /P 21 0 R /S /S If I'm on Disability, Can I Still Get a Loan? >> 1.0 0.0 169.8] >> /NumberOfPageItemsInPage 8 (BRO-06-22-0390.indd:Direct Reinvestment:4311) [28 0 R /XYZ 35 759 null] /S /L /C /Pa12 We use intelligent software that helps us . (BRO-06-22-0390.indd:Investing:4300) [25 0 R /XYZ 35 540 null] /P 21 0 R /Tabs /S >> << /odieresis /divide /oslash /ugrave /uacute /ucircumflex /udieresis /yacute /thorn /ydieresis] endobj /C /Pa5 /K [880 0 R 881 0 R 882 0 R 883 0 R] >> 1.0 0.0 235.38] /Rect [36.0 207.523 297.0 196.714] << /Type /Annot 118 0 obj 38 0 obj /Subtype /Link Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. 323 0 obj In order to avoid the $39.95 short-term mutual fund trading fee, no shares may be sold for at least 90days once a customer purchases a NTF mutual fund. 73 0 obj /Pg 50 0 R Copyright 2023 FactSet. /Helv 10 0 R /W 0 241 0 obj /Type /Page /NumberofPages 1 /Font << /Type /Page endobj /A 841 0 R 1.0 0.0 227.4] /StructParents 232 /C /Pa12 /K 0 /ColorSpace << (Ttc1OLVi8kOm8KaxGDqANQ) 449 0 R (Ut9LSXK2zkmLdUFUdV9KOw) 450 0 R] 1.0 0.0 265.68] /BleedBox [0.0 0.0 612.0 792.0] 1.0 0.0 -19.92] >> 204 0 obj 267 0 obj >> >> /ViewerPreferences << 133 0 obj 1.0 -7.92 -162.0] /S /P endobj endobj /PageWidthList << /P 21 0 R /T1_2 361 0 R The good news is that there are more than 800 free funds with waived transaction fees. >> >> 141 0 obj /0 44575 << >> /S /L /DocumentID /CS0 [/ICCBased 350 0 R] /LineHeight 8.0 /ProcSet [/PDF /Text] /K 826 0 R /BS << This page was last edited on 15 April 2021, at 20:24. >> Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and SIPC. endobj /S /P !Watch to see how we do it!Dont forget to Subscribe https://brent-links.com/YouTubeThumbs up, this video \u0026 Hit The Bell to be notified of new content! /W 0 /StructParent 114 All rights reserved. /7 [-32768.0 5.0 4.0 -306.0 -107.4 306.0 -107.4 1.0 0.0 0.0 << /Pg 50 0 R /S /L Press J to jump to the feed. /Contents ( Inter Company Transfer of Funds page 7 ) endobj The sweep The former account type costs 35 basis points annually. /K 71 Thus, the Bogleheads forum and Wiki tends to be Vanguard-oriented. /C2_0 519 0 R >> (BRO-06-22-0390.indd:About Optional Services:4304) [27 0 R /XYZ 35 403 null] /GS0 351 0 R >> /Rotate 0 endobj null 1629 0 R 1630 0 R null 1631 0 R 692 0 R 693 0 R 694 0 R 695 0 R 1632 0 R /Subtype /Link /K 48 >> /PageItemUIDToLocationDataMap << /ColorSpace << endobj /0 [1.0 0.0 0.0 1.0 -306.0 -396.0] >> /C /Pa39 140 0 obj endobj /Pg 30 0 R /O /Layout /Type /Border 1825 0 R 87 0 R 1826 0 R 1827 0 R 1828 0 R 1828 0 R] >> >> /Resources << >> (BRO-06-22-0390.indd:.89199:4387) [33 0 R /Fit] endobj /CropBox [0.0 0.0 612.0 792.0] Looking for a different approach to investing? /A 2060 0 R << /Lang (en) /StructParents 162 >> /CS0 [/ICCBased 350 0 R] /A 749 0 R << /A 2083 0 R /T1_1 361 0 R /P 21 0 R /O /Layout 346 0 obj /2 [-32768.0 3.0 3.0 -576.0 356.4 -36.0 369.0 1.0 0.0 0.0 >> Copyright 2010-2023 TopRatedFirms.com. Investing in index funds, such as Vanguard funds, comes with the following advantages. /GS2 497 0 R /BS << /ColorSpace << /C2_0 379 0 R /K 3 /K 9 /K 46 /P 21 0 R >> 1.0 -315.478 330.48] There are also protections against bank collapse, such as FDIC insurance. /PageTransformationMatrixList << /S /H3 /K [873 0 R 874 0 R 875 0 R] How To Sell Mutual Funds. /C /Pa12 /P 21 0 R /K [745 0 R 746 0 R] /S /H4 We are unable to supply ratings data at this time. /A0 << /K 6 /A 871 0 R endobj >> 126 0 obj /2 [-32768.0 7.0 3.0 -576.0 356.4 -36.0 369.0 1.0 0.0 0.0 /A14 << Website: https://brent-links.com/IoTGFacebook: https://brent-links.com/FaceBookInstagram: https://brent-links.com/IGSupport the channel!StocksGet up to $2,000 in FREE STOCKS here!https://brent-links.com/FreeStocksCryptoGet up to $270 in FREE BITCOIN here!https://brent-links.com/FreeCrypto------------------------ Disclaimer --------------------I am not a Financial Advisor, Attorney, or CPA, and no Financial, Legal, or Tax Advice is being provided. You may only need one or two if you invest in well-diversified funds. /ColorSpace << /PageItemUIDToLocationDataMap << >> >> /K 12 /Title (About the Merrill Lynch Direct Deposit Program) /P 21 0 R >> 241 0 R 242 0 R 243 0 R 244 0 R 245 0 R 246 0 R 247 0 R 248 0 R 249 0 R 250 0 R << Once your account is set, all that is left is funding your account, and the trading begins! Your email address will not be published. >> /OriginalDocumentID /A 2070 0 R Overall, Vanguard is better to retire due to its low-cost mutual funds and hands-on retirement planning. >> (BRO-06-22-0390.indd:.89149:4375) [28 0 R /Fit] /C /Pa11 /W 0 endobj /ArtBox [0.0 0.0 612.0 792.0] 145 0 obj endobj /O /Layout /C /Pa12 /ColorSpace << /10 [-32768.0 12.0 4.0 -306.0 -128.7 306.0 -128.7 1.0 0.0 0.0 /Tabs /S /P 21 0 R After the form is processed, redemption would be complete, and the AMC would transfer the redemption amount to your bank account. >> 239 0 obj 1. All rights reserved. /Pg 50 0 R /S /S >> /Type /Metadata /ExtGState << >> >> 170 0 obj /C /Pa28 /P 21 0 R /StructParent 94 >> Type a symbol or company name and press Enter. That's how prevalent it's become. /S /L >> Type a symbol or company name and press Enter. /1 [11429.0 1.0 2.0 9.0 -360.0 270.0 325.44 1.0 0.0 0.0 /P 21 0 R /P 21 0 R /LineHeight 8.0 >> /K 5 1836 0 R 1836 0 R 1837 0 R 1838 0 R 1839 0 R 1840 0 R 1841 0 R 1842 0 R 1843 0 R 1844 0 R /S /L /A 2072 0 R endobj /K [614 0 R 615 0 R] /P 21 0 R /ArtBox [0.0 0.0 612.0 792.0] /Parent 17 0 R 1395 0 R 1396 0 R 1397 0 R 1398 0 R 1398 0 R 1398 0 R 1399 0 R 1400 0 R 1401 0 R 1402 0 R 1.0 0.0 171.6] /P 21 0 R /1 [-32768.0 0.0 0.0 -270.0 335.687 -153.0 369.0 1.0 0.0 0.0 >> << /Pa28 << << << /K [769 0 R 770 0 R 771 0 R 772 0 R 773 0 R 774 0 R 775 0 R] >> >> >> /Contents 512 0 R /Rect [36.0 349.488 297.0 340.192] >> /K [537 0 R 538 0 R 539 0 R] /S /P 10 year returns are provided for funds with greater than 10 years of history. The number of business days that it takes funds to clear is always one (T), plus h number depicted. /K 0 255 0 obj /P 21 0 R /8 [-32768.0 6.0 4.0 -306.0 149.76 306.0 149.76 1.0 0.0 0.0 /InDesign << /Contents 506 0 R endobj << endobj /K [863 0 R 864 0 R 865 0 R 866 0 R] /Annots [503 0 R] If your portfolio has more funds than individual stocks, fee-free trades will save you money. /Parent 18 0 R /Pg 33 0 R >> NOTE: The easiest way to add diversification to your portfolio is to invest in real estate through Fundrise. /0 17211 /S /H3 /S /H4 endobj /ArtBox [0.0 0.0 612.0 792.0] 172 0 obj /P 21 0 R /K 3 /PageTransformationMatrixList << endobj 0.282135 153.0 -382.5] endobj >> /T1_1 360 0 R Additional information is available in our Client Relationship Summary (Form CRS) (PDF). >> /A 649 0 R >> /S /L << 56 0 obj /ColorSpace << Prospectuses can be obtained by contacting us. /S /L >> << /S /L /S /H4 /T1_6 365 0 R /BS << endobj /Pg 29 0 R endobj /A 847 0 R /SpaceAfter 1.0 >> Expense Ratio Gross Expense Ratio is the total annual operating expense (before waivers or reimbursements) from the fund's most recent prospectus. /Sh2 368 0 R 1.0 296.522 330.48] /S /H4 /ProcSet [/PDF /Text] /S /Note >> 10 year returns are provided for funds with greater than 10 years of history. 1.0 -266.62 -347.62] /S /GoTo /PageItemUIDToLocationDataMap << 1.0 -269.5 -795.82] 1622 0 R null 1623 0 R 1624 0 R null 1625 0 R 1626 0 R null 1627 0 R 1628 0 R 1.0 -268.06 -354.5] /P 21 0 R >> /P 21 0 R /Parent 18 0 R /DocumentID Click on any of the mutual fund tickers below to see the ETF alternatives to these mutual funds, as selected by our Mutual Fund to ETF Converter tool . /S /H3 /Rect [36.0 500.288 297.0 490.992] /T1_1 360 0 R /CS0 [/ICCBased 350 0 R] /S /L << Investment return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. endobj /Names [(V3aLNaWGyEKQLjji-WYQfw) 451 0 R (W2NW8QH5GUuM7k84WMG_HA) 197 0 R (W6pGNlUf1EuyW8z0CUvSYA) 452 0 R (WN1Xx-3cI0OZkvASpS7FLw) 453 0 R (Wi_YEs_6hUGAvqFC3el3zw) 454 0 R /Font << 310 0 obj >> endobj What Are the Advantages of Investing in Index Funds? 1.0 9.5 -347.62] >> >> /Pa17 << /S /L /LineHeight 8.0 /P 21 0 R /S /L /P 21 0 R 229 0 obj /S /H4 /BaselineShift 2.664 /PageUIDList << Free and $0 means there is no commission charged for these trades. /P 21 0 R /ProcSet [/PDF /Text] >> /Count -3 /Parent 19 0 R /14 [-32768.0 15.0 4.0 -272.22 269.498 -259.556 282.162 0.351776 0.0 0.0 (BRO-06-22-0390.indd:Additional Notes on Electronic Transfers:4315) [28 0 R /XYZ 35 200 null] /Rotate 0 /P 21 0 R 203 0 obj >> /P 21 0 R endobj Gemini Earn customers get their money back, Copyright, Trademark and Patent Information. endobj >> >> << 248 0 obj 1009 0 R 1010 0 R 1011 0 R 1012 0 R 1013 0 R 1014 0 R 1015 0 R] >> /P 21 0 R /K [705 0 R 706 0 R 707 0 R] >> /StructParent 111 /Contents ( Investing page 3 ) /T1_2 360 0 R 227 0 obj /S /L /K 55 /ColorSpace << /Rotate 0 >> /K [540 0 R 541 0 R 542 0 R] >> endobj /1 [11290.0 1.0 2.0 9.0 -360.0 270.0 336.96 1.0 0.0 0.0 /K 61 /Pa19 << /S /P 1.0 0.0 -107.4] >> /P 21 0 R /C /Pa12 (BRO-06-22-0390.indd:.89166:4379) [29 0 R /Fit] /K 2 /K [549 0 R 550 0 R 551 0 R 552 0 R 553 0 R 554 0 R 555 0 R] /Last 15 0 R /C /Pa12 However, the transaction fee for index mutual funds is $19.95. /LastModified (D:20220718130313+02'00') /GS0 351 0 R endobj >> /K [857 0 R 858 0 R] This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. 1.0 -268.06 -359.5] << >> /MediaBox [0.0 0.0 612.0 792.0] /Pg 30 0 R >> /K [869 0 R 870 0 R] (BRO-06-22-0390.indd:About Fees:4318) [30 0 R /XYZ 35 760 null] /Pg 46 0 R endobj All rights reserved. /Parent 5 0 R << /SpaceAfter 4.0 >> /O /Layout /Direction /L2R 1997 0 R 1998 0 R 1999 0 R 2000 0 R 2000 0 R 2001 0 R 2002 0 R 2003 0 R 2004 0 R 2005 0 R 301 0 obj 1.0 -268.06 -359.5] /Rotate 0 /DocumentID /W 0 /Pg 44 0 R 87 0 obj >> /A 744 0 R Important Information for Clients with Merrill Edge Self-Directed Accounts notification of Changes to Mutual Fund Fees1 Effective November 1, 2012, certain no-load mutual fund fees will be changing as noted in the chart below. >> Merrill Edge Mutual Fund Redemption Fee Broker Mutual Fund Redemption Fees In addition to the broker-imposed redemption fee, many mutual funds themselves also impose short-term trading charges. >> /Pg 25 0 R 333 0 obj /Pg 49 0 R /W 0 /S /S Better than those who are charging $4.95, /LineHeight 6.5 /K [624 0 R 625 0 R 626 0 R 627 0 R 628 0 R] /K [619 0 R 620 0 R 621 0 R] Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. >> /OriginalDocumentID 37 0 obj /CS0 [/ICCBased 350 0 R] /Resources << /C /Pa16 >> /4 [-32768.0 2.0 4.0 -306.0 -264.0 306.0 -264.0 1.0 0.0 0.0 /P 21 0 R /P 21 0 R 50 0 obj >> 2) A Merrill Edge Self-Directed CMA account is an investment account that lets you trade and research mutual funds, stocks, fixed income and other securities, while providing check-writing, online bill payment and a Visa card. /K [708 0 R 709 0 R 710 0 R 711 0 R] 335 0 obj >> /0 84904 /First 15 0 R /S /L /Pg 41 0 R >> /PageTransformationMatrixList << 61 0 obj /C /Pa12 /P 21 0 R /Pg 30 0 R 233 0 obj /A 732 0 R >> /DocumentID /P 21 0 R >> >> /Resources << /Names 4 0 R /Border [0 0 0] << /0 [1.0 0.0 0.0 1.0 -306.0 -396.0] However, the minimum purchase amount for Vanguard mutual funds is $3,000. /S /H4 >> /Tabs /S /K 650 0 R /BS << /Pg 26 0 R /GS0 351 0 R /Subtype /Link 3. /C /Pa12 1386 0 R 1387 0 R 1388 0 R 1389 0 R 1390 0 R 1391 0 R 1392 0 R 1393 0 R 1394 0 R 1394 0 R /P 21 0 R /acircumflex /atilde /adieresis /aring /ae /ccedilla /egrave /eacute /ecircumflex /edieresis endobj endobj /LastModified endobj Available funds have a minimum initial investment of no more than $3,000. 1.0 0.0 216.6] FYI: Another great way to get exposure to the real estate sector is by investing in real estate debt. /0 13909 /BS << /SpaceAfter 4.0 259 0 obj /PageTransformationMatrixList << /OriginalDocumentID /P 21 0 R /P 21 0 R /PageWidthList << /S /Figure Vanguard Group fans would suggest that Vanguard has the best and most complete lineup of such funds, and that the most convenient place to hold Vanguard mutual funds is directly at Vanguard. /T1_0 359 0 R << /ArtBox [0.0 0.0 612.0 792.0] Each fund must have $100 million or greater ($500 million for Large Cap funds) in assets under management across all share classes offered by the fund. Select a category to get started. 85 0 obj Fidelity takes the edge for NTF mutual funds, although broker-assisted trades are slightly more expensive than with Merrill Edge. /T1_3 365 0 R /11 [-32768.0 7.0 2.0 -270.0 271.92 219.697 289.777 1.0 0.0 0.0 /P 21 0 R >> >> Please try again later. /InDesign << /3 [-32768.0 8.0 3.0 36.0 356.4 576.0 369.0 1.0 0.0 0.0 /Pg 25 0 R /Tabs /S endobj /NumberofPages 1 106 0 obj 88 520 0 R 89 [60 0 R 60 0 R 61 0 R 59 0 R 62 0 R 921 0 R 921 0 R 922 0 R 922 0 R 923 0 R >> /K 11 /S /L /3 [-32768.0 2.0 3.0 36.0 356.4 576.0 369.0 1.0 0.0 0.0 /Count 22 15 0 obj /S /H4 /degree /plusminus /twosuperior /threesuperior /acute /mu 183 /periodcentered /cedilla /onesuperior /S /L /ProcSet [/PDF /Text] >> While Vanguard provides virtually all of its mutual funds and ETFs through its exclusive investment platform, third-party brokers like Merrill Edge also offer an extensive range of the same products. /Pg 29 0 R 1.0 9.5 -361.66] Will there be any capital gains or other tax implications for the sale of Vanguard funds. /W 0 endobj /Type /Page 1127 0 R 1128 0 R 1129 0 R 107 0 R 1130 0 R 1131 0 R 1132 0 R 1133 0 R 109 0 R 1134 0 R << /ProcSet [/PDF /Text] /0 612.0 >> /T1_2 361 0 R >> 129 0 obj /3 [-32768.0 4.0 3.0 36.0 356.4 576.0 369.0 1.0 0.0 0.0 /PageUIDList << endobj 1510 0 R 1510 0 R 1510 0 R 1511 0 R 1512 0 R 1512 0 R 1513 0 R 1514 0 R 1515 0 R 1516 0 R >> 1940 0 R 469 0 R 1941 0 R 460 0 R 1942 0 R 422 0 R 1943 0 R 442 0 R 1944 0 R 441 0 R << endobj /S /L /StructParent 113 49 0 obj /PageTransformationMatrixList << /Alt (Merrill, a Bank of America Company) /K 1 /PageItemUIDToLocationDataMap << << /P 21 0 R /Pg 42 0 R >> 1.0 132.84 216.32] << /P 21 0 R 116 984 0 R Hi, my name is Marvin. /Pg 26 0 R Under Investment Research, select Fixed Income. /S /H2 42 0 obj 291 0 obj /CS0 [/ICCBased 350 0 R] /BaseFont /Helvetica When commission-free. /Type /Pages 1.0 -315.478 330.48] /C /Pa12 >> /P 21 0 R
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