Personal Finance

Guest · Posted: Mon Sep 12, 2005 5:42 am Post subject: Citizens fund: WAIDX

I have a a small amount of dough in this WAIDX fund in an IRA. I am
getting burned on the annual fee and expenses for the small amount of
money in it. Is it worth holding onto or should I just transfer the
money into a low-cost index fund?

Flasherly · Guest

Transfer if it only bothers you. No load in and out and average
overhead for the category, though there's no doubt lower offerings. At
5%YTD, may want to draw factor comparisions within a field of
competitors to align your interests with where you want to be.

Slappy Hooters · Guest

Sorry for the late reply...

I reviewed Your fund on Morningstar and they rate it as an average fund but
it has a very high expense ratio compared to it's return.

I currently use Dodge and Cox Stock Fund... Since that's closed to new
investors I would look at Vanguard Windsor II "Ticker: VWNFX".

Hope that helps...

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