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?
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.
wrote:
> 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?