For core holdings under 10bps.
For complimentary holdings, up to 25 bps.
That said, I have one at 25 now that I am considering switching because Vanguard has a similar fund much lower, and I am starting to think the er difference is going to outweigh other differences. Also I had been considering avoidance of non portable Vanguard funds, but decided the service has been good so why not buy a non portable Admiral fund if I plan to stay, and replace a higher cost portable fund. Also some TLH motivations, so the higher er fund is still in the mix, may swap back and forth for more TLH as the opportunity presents itself.
For complimentary holdings, up to 25 bps.
That said, I have one at 25 now that I am considering switching because Vanguard has a similar fund much lower, and I am starting to think the er difference is going to outweigh other differences. Also I had been considering avoidance of non portable Vanguard funds, but decided the service has been good so why not buy a non portable Admiral fund if I plan to stay, and replace a higher cost portable fund. Also some TLH motivations, so the higher er fund is still in the mix, may swap back and forth for more TLH as the opportunity presents itself.
Statistics: Posted by beyou — Thu Mar 28, 2024 10:54 pm — Replies 72 — Views 6264