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Vanguard PRIMECAP conversion from investor to admiral shares

petergoode

I note from a search here that the ideal manner by which to enter the conversion is by use of the mutual fund conversion tool. However, I have the Investor Shares as a single mutual fund, so the drop-down menu for "enter transactions" does not offer the conversion tool option.

I would be most appreciative of guidance as to how to address this!

Many thanks in advance.

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Windows

Accepted answers

Sceptic

@petergoode try going to the General Tab in Account Details and change this setting from "Yes" to "No" -

If you are able to change this setting to "No", then I think the "Mutual Fund Conversion" transactions should be available.

All comments

NotACPA

With no "conversion tool", any reply depends upon whether you hold the fund in a taxable or retirement account.

Sceptic

@petergoode try going to the General Tab in Account Details and change this setting from "Yes" to "No" -

If you are able to change this setting to "No", then I think the "Mutual Fund Conversion" transactions should be available.

petergoode

Brilliant! Indeed, changing from single mutual fund from yes to no allowed me to bring up the "mutual fund conversion" option, and all is good. Thank you so very, very much for so quickly responding to my query and providing a definitive solution…hope this helps others who run into the same thing in the future.

petergoode

My apologies, I should have addressed that obviously highly relevant matter, since cost basis would be irrelevant in a retirement account. It was, in fact, in a taxable account, but the solution offered regarding changing single mutual fund from yes to no solved the issue. Thanks so much for your assistance, this is an amazing forum.