Best practice for entering partial mutual fund share class conversion
I have a mutual fund in a brokerage account that a portion of the fund shares have converted from Class C to Class A. In reviewing the available transaction types "Mutual Fund Conversion" appears to be an option however, I believe that it would convert all shares. Another option is to simply add/remove shares however, that misses up the return, cost basis, etc. Is there any other options for this type of transaction.. I am using QFW subscription.