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I want to transfer funds to a different fund in a different brokerage. Do I have to sell? Or am I “stuck?”
I want to transfer funds to a different fund in a different brokerage. Do I have to sell? Or am I “stuck?” My grandpa had been investing into a fund under my name with the brokerage American Century. The fund is TWCUX (Ultrafund) which is a growth fund that is pretty close to an average growth SP500. It’s currently at 700,000. I haven’t touched it.. but with my age allowing for 30-40 years of more growth, the 0.91% expense ratio irks me. I’m paying a...
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