SGIIX

Music4thesoul10

Thanks for taking time to respond.. Great idea! So, on chatgpt/grok, i gave them info on like what i own, and they mentioned like 4 mutual funds i might/would have problems with. I looked at my chat last night with chatgpt "1. Proprietary Mutual Funds i hold individual stocks like ya know, amazon and well a couple other things.. but when i input what ni owned it said "You hold several mutual funds (e.g., **JHQTX, QIACX, SGIIX, DLHIX**). While major brokerages can carry most mutual funds, some specific institutional or proprietary funds cannot be held at certain competing brokerages."

rocketplayer2025

SGIIX TRIGX rock and have outperformed for years

DeeDee_Z

If you want a worldwide, "All-Cap / Go-Anywhere" fund, consider SGENX (or SGIIX if you have the minimum). It owns some of -everything-, including physical gold if that tickles your fancy. In one of my accounts it's my largest holding. Yes, it's actively managed; primarily, this gives them the capability to AVOID some holdings that they DON'T want to own -- which they might have to as an index tracker.