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Posted: 4/14/2007 6:18:47 PM EDT
[Last Edit: 4/14/2007 6:21:39 PM EDT by CJFirefly]
Does anyone know the last time this fund (DODGX) was available to non-shareholders?
Link Posted: 4/14/2007 8:01:05 PM EDT
[Last Edit: 4/14/2007 8:02:09 PM EDT by ar-jedi]

Originally Posted By CJFirefly:
Does anyone know the last time this fund (DODGX) was available to non-shareholders?


about 2 years ago.

however... if you can get a current shareholder to "gift" you $2500 worth of DODGX, perhaps at a small premium (say 5% over) for his/her troubles, you can get some for yourself. this type of transfer is easy to set up, you just need someone to push it into your account. one other caveat, note that you generally have to do a taxable->taxable, or tax-advantaged to tax-advantaged transfer. hence, if your buddy holds DODGX in an IRA, they can't gift it into your taxable brokerage acount; nor vice-versa.

ps:
speaking of D&C ... i expect that DODFX will close shortly (within the next 6 months) as well. it will likely be a "soft close", just like DODGX -- current account holders can continue to add funds, but there will be no new account holders through traditional means. i don't think you can find a better foreign large cap value fund than DODFX. i first bought shares in DODFX three years ago and i continue to DCA into it. i also selected it for the "4 fund" portfolio that i describe in this thread.

ar-jedi
Link Posted: 4/15/2007 4:56:45 PM EDT
[Last Edit: 4/15/2007 4:57:31 PM EDT by MudFlapper]

Originally Posted By ar-jedi:

Originally Posted By CJFirefly:
Does anyone know the last time this fund (DODGX) was available to non-shareholders?


about 2 years ago.

however... if you can get a current shareholder to "gift" you $2500 worth of DODGX, perhaps at a small premium (say 5% over) for his/her troubles, you can get some for yourself. this type of transfer is easy to set up, you just need someone to push it into your account. one other caveat, note that you generally have to do a taxable->taxable, or tax-advantaged to tax-advantaged transfer. hence, if your buddy holds DODGX in an IRA, they can't gift it into your taxable brokerage acount; nor vice-versa.

ps:
speaking of D&C ... i expect that DODFX will close shortly (within the next 6 months) as well. it will likely be a "soft close", just like DODGX -- current account holders can continue to add funds, but there will be no new account holders through traditional means. i don't think you can find a better foreign large cap value fund than DODFX. i first bought shares in DODFX three years ago and i continue to DCA into it. i also selected it for the "4 fund" portfolio that i describe in this thread.

ar-jedi


Funny you say that...I recently put in a buy order for DODFX. I'm not going to miss the boat.
Link Posted: 4/15/2007 5:05:23 PM EDT

Originally Posted By ar-jedi:

Originally Posted By CJFirefly:
Does anyone know the last time this fund (DODGX) was available to non-shareholders?


about 2 years ago.

however... if you can get a current shareholder to "gift" you $2500 worth of DODGX, perhaps at a small premium (say 5% over) for his/her troubles, you can get some for yourself. this type of transfer is easy to set up, you just need someone to push it into your account. one other caveat, note that you generally have to do a taxable->taxable, or tax-advantaged to tax-advantaged transfer. hence, if your buddy holds DODGX in an IRA, they can't gift it into your taxable brokerage acount; nor vice-versa.

ps:
speaking of D&C ... i expect that DODFX will close shortly (within the next 6 months) as well. it will likely be a "soft close", just like DODGX -- current account holders can continue to add funds, but there will be no new account holders through traditional means. i don't think you can find a better foreign large cap value fund than DODFX. i first bought shares in DODFX three years ago and i continue to DCA into it. i also selected it for the "4 fund" portfolio that i describe in this thread.

ar-jedi


Agreed. That's also 1 of the reasons I added it to my ROTH along with DODGX.
Link Posted: 4/17/2007 2:42:02 PM EDT
Thanks for the info guys...just added some DODFX to the portfolio.
Link Posted: 4/19/2007 2:45:44 AM EDT
Link Posted: 4/19/2007 4:46:32 AM EDT

Originally Posted By jdmpimp:
It made this list:
money.cnn.com/magazines/moneymag/bestfunds/2007/actively.html


crap. i hate it when "my" funds are in a list on a newstand magazine.

ar-jedi
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