GSIMX

markprice211

A large mix - which is another reason why I want to move to self-management. I want to heavily simply my portfolio moving forward. I originally asked for an in-kind transfer of everything, to which they advised not all funds can be transferred in-kind - one example being GSIMX which *can* be purchased in retail brokerage accounts, but it is an Institutional share class meaning it often has very high minimums and is geared to large investors. Then I asked if I could just in-kind transfer at least the funds I own that *are* retail funds such as IVE - which they advised isn't possible because the specific portfolio was institutionally designed with the specific % allocation between holdings. Meaning I can't just in-kind transfer the IVE out of the account because then the portfolio would not be "whole" in terms how it is intended to be set up. This means the only real way "out" is to liquidate, and doing so liquidates an exact % from each current holding to keep the % between holdings exactly as is regardless of invested amount. Kind of feels like I got trapped with this model intentionally...