Hi,

My wife currently have 2 Dodge and Cox funds - DODBX and DODFX. It is difficult for her to reach her perfect asset allocation because of DODBX. She would rather have DODGX, DODIX and DODFX. That would make a good blend to re-allocate between Domestic, International and Bonds.

If anyone wants to sell one share of DODGX we would like to buy it. I can offer a share of DODBX (closed) or cash.
Please Email me at Karlkarkaria1@hotmail.com

Thanks,
Karl

Originally posted in thread: 205

who were willing to sell one share of a closed fund.
Maybe they are not online today. Hope to hear from someone soon.
Karl

Originally posted in thread: 205

My sister wanted to start investing in DODGX, so I transfered some of my shares to her.

The minimum amount you can transfer to a new account is $2500.

HBH

Originally posted in thread: 205

While D&C does in fact require a minimum of $2,500 of shares to be transferred to a new owner, you can get around this amount by transferring just one (1) share to the other person's Taxable brokerage account.

Once the new share arrives in the other person's account, s/he can is then considered to be an "existing" or "current" investor in DODGX, and can then purchase additional shares through his/her brokerage account.

Going through D&C, however, you are correct. One would have to transfer a minimum of $2,500 of DODGX to the new owner to get the new owner's foot in the door.

FYI,

David
Coppell@gmail.com

Ps: While I own many funds that are "closed" to new investors, this is NOT one of them.

Pps: To Karl, don't give up, man. Keep posting (or looking for posts re: DODGX), and you'll eventually get a share.

Good luck. Email me if you need more information on how the process works.

D.

Originally posted in thread: 205

You might get some criticism, but hey....sticks & stones..

Originally posted in thread: 205

.
Don't mean to horn in on your quest Karl, but since this thread is live I thought I'd take advantage of it to see if anyone has 1 share of BRSIX they'd care to sell.

If so, please email me at:

Socrativestor AT SBCGlobal.net

Thanks.

Originally posted in thread: 205

As long as we are all putting out our All Points Bulletin(s) for various "closed" funds, I am currently in the process of trying to locate anyone who might have one (1) share of "Bridgeway Ultra-Small Company" ("BRUSX" to sell or trade for anyone of my many "closed" funds.

A good friend of mine has been looking for this one for a while, and because he has helped me out on many occasions with closed funds and mutual funds advice, I would like to return the favor, if I could.

If anyone is interested in a sale/trade, please contact me at:

Coppell@gmail.com

Thanks a bunch,

David B.
Coppell@gmail.com

Originally posted in thread: 205

I have receied a few interesting emails as well. Unfortunately, I'm working almost non-stop until Sunday so I will log on then with some more information.
Thanks for the reply's. I'm sure we can work it out.
Karl

Originally posted in thread: 205

I think BRUSX are closed to all investors. You can't make additional purchase, even if you have 1 share.
Just my 2c.

Originally posted in thread: 205

Thanks for the heads-up on BRUSX.

I wasn't aware that BRUSX was Super-Hard-Closed.

Appreciate the information.

Sincerely,

David

Originally posted in thread: 205

.

Socrativestor AT SBCGlobal DOT net

thanks.

Originally posted in thread: 205

Karl,
Yes, I would like to exchange one share of DODGX with one share of DODBX with you. Please call me at 973-237-8365 and leave a message if I am not here.
My account is with Scottrade. We have to figure out how to do it. Thanks.

Originally posted in thread: 205

I am looking to get in on DODGX. Would you consider selling one share to allow me to get my foot in the door? I see you are willing to trade...Email me if you would: gshorton@lcdrt.com

Thanks for considering it.

Originally posted in thread: 205

Hi All,

Please refrain from any solicitations for the buying or selling of funds in the Mornignstar.com discussion forums. Additional solicitations will be deleted from the forum.

Thanks,

Casey

Originally posted in thread: 205

Though there are different interpretations regarding legal vs. ethical behavior, a fund is closed for specific reasons by ethical companies that feel a greater commitment to their stockholders than to taking in more money than can reasonably be invested without style drift or some other change in stated philosophy. To openly attempt to circumvent this process is questionable behavior ethically, if not legally.
Tim

Originally posted in thread: 205

FWIW, I phoned D&C last week to ask about gifting a share of DODBX to my sister in law - so she could buy all she wants to buy.

D&C was very polite and said "no problem", if she has one share she can then purchase additional shares.

Just FYI.

Originally posted in thread: 205

I find it funny that you come into Oakmark territory and ask about a Competitive Fund...

Like Going into The Vanguard Boards and asking them to sell you a Fidelity fund..

But I would think it best to ask in the General Fund Board..discretely..

but, Adding to the Frenzy of solicitation's....

Anyone want to buy a Condo in Fla? lol


;>)

Originally posted in thread: 205