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Need to find Loaded Index Funds

Bogleheads • View forum - Investing - Help with Personal Investments - www.bogleheads.org
Hello,

I currently invest in the Gone Fishing Portfolio asset allocation model utilizing Vanguard funds. I do this using a dollar cost average approach monthly, with some annual re-balancing.

I also work for a broker dealer, and am required to keep my investment accounts in-house by our compliance department. Due to the new Fiduciary Rule, my firm no longer allows me to invest in no load funds, which is putting me in a tough spot. Does anyone know of alternative fund families who offer similar index funds, which have loads? If so, I am able to purchase A shares at NAV, which I think would be my best option.

Ticker Ticker (Admiral) Name

VTSMX VTSAX Total US Stock Market

NAESX VSMAX US Small cap index

VEURX VEUSX European stock index

VPACX VPADX Pacific stock index

VEIEX VEMAX Emerging Markets Index

VFSTX VFSUX Short-Term Bond Index

VWEHX VWEAX High-Yield Index

VIPSX VAIPX TIPS Fund

VGSIX VGSLX REIT Index

VGPMX N/A Precious Metals Fund

The other option I'm considering would be utilizing ETFs. The issue I have with this approach is that I would no longer be able to efficiently utilize dollar cost averaging into the various positions, as the $21 commissions at my firm would eat into my small dollar amount trades.

Any help and advice is appreciated.

Thanks,

Aaron
Date: Jun 20, 2017   


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