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Thanks for the support. I'll get you a full list and have someone followup. Here is a quick screenshot of my customer portfolio so you can see some of the funds quickly. https://cloudup.com/c_kk6Zi5jC1


It would be awesome if you just listed which funds you support somewhere on your site. I imagine this is a question that will come up again and again.


Actually, fund menu selection does not come up as much as you think... That being said, we are building the page right now and will post it soon!


For those that don't want to click through:

- VTSAX - VTMSX - VMVAX - VEMAX - VIGAX - VTMGX - VVIAX

Do you also have VTIAX? (International fund, equivalent to VXUS etf)


Why do you have a tax-managed fund in a retirement account?


We own this fund in spite of the fact that its main goal is tax efficiency (given that the efficiency is not needed in retirement accounts). Though the fund is outstanding for tax purposes, it also boasts low turnover, broad diversification, and an extremely low expense ratio of .11% (category median is 1.24%) considering it is not a “true” index fund. The S&P index it follows promotes low turnover, which lowers trading costs. The fund does not own as many mid-cap companies as rival funds and stays true to the small-cap arena, with at least 80% of its holdings in small-cap. This prevents unnecessary redundancy in an overall portfolio.


Thanks for the thorough and thoughtful answer.




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