c*****x 发帖数: 429 | 1 https://personal.vanguard.com/us/insights/article/fund-announcement-10062010
Effective today, Vanguard has reduced the minimum amount required to qualify
for Admiral™ Shares to $10,000 for most of our broad-market index
funds and $50,000 for actively managed funds, down from the previous $100,
000 minimum. Admiral Shares cost significantly less than traditional fund
shares, and their expense ratios are among the lowest in the mutual fund
marketplace.
Switching to Admiral Shares is easy
When you're promoted to Admiral Shares, you'll remain invested in the same
Vanguard fund(s). Admiral Shares are just lower-expense shares of existing
funds.
All cost-basis information from your Investor Shares will be transferred to
your Admiral Shares automatically.
Changes from Investor Shares to Admiral Shares of the same fund are tax-free.
The minimum amount to qualify for Admiral Shares will remain at $100,000 for
the following sector index funds: Consumer Discretionary Index Fund,
Consumer Staples Index Fund, Energy Index Fund, Financials Index Fund,
Health Care Index Fund, Industrials Index Fund, Information Technology Index
Fund, Materials Index Fund, Telecommunication Services Index Fund, and
Utilities Index Fund, and for the following tax-managed funds: Tax-Managed
Capital Appreciation Fund, and Tax-Managed Growth and Income Fund. | s****y 发帖数: 682 | | S*L 发帖数: 1746 | 3 Good. Care for any tickers in this group?
10062010
qualify
【在 c*****x 的大作中提到】 : https://personal.vanguard.com/us/insights/article/fund-announcement-10062010 : Effective today, Vanguard has reduced the minimum amount required to qualify : for Admiral™ Shares to $10,000 for most of our broad-market index : funds and $50,000 for actively managed funds, down from the previous $100, : 000 minimum. Admiral Shares cost significantly less than traditional fund : shares, and their expense ratios are among the lowest in the mutual fund : marketplace. : Switching to Admiral Shares is easy : When you're promoted to Admiral Shares, you'll remain invested in the same : Vanguard fund(s). Admiral Shares are just lower-expense shares of existing
|
|