Search found 3 matches

by lowcost
Tue Feb 12, 2019 1:28 am
Forum: Personal Investments
Topic: Sell due to Capital Gains or Not?
Replies: 20
Views: 1312

Re: Sell due to Capital Gains or Not?

I also have the T Rowe Price Mid Cap Growth (RPMGX) and it performed well for over 15 years. I reinvested capital gains and dividends for the entire time I owned the fund. I started selling some shares off many years ago when I noticed the huge tax hit on CG. I posted a similar question yesterday re...
by lowcost
Mon Feb 11, 2019 1:11 am
Forum: Personal Investments
Topic: Costs for Switching Funds in Taxable - Mid Cap Growth (RPMGX) vs Schwab Total Market (SWTSX)
Replies: 2
Views: 302

Re: Costs for Switching Funds in Taxable - Mid Cap Growth (RPMGX) vs Schwab Total Market (SWTSX)

Thanks for the response. I found the T Rowe Price Distributions at: https://www.troweprice.com/personal-investing/planning-and-research/tax-planning/dividend-distributions/2018-year-end-dividend-distributions.html For 2018, RPMGX shows It shows the following: - Income Dividends $0.12 per share - Sho...
by lowcost
Sun Feb 10, 2019 2:27 pm
Forum: Personal Investments
Topic: Costs for Switching Funds in Taxable - Mid Cap Growth (RPMGX) vs Schwab Total Market (SWTSX)
Replies: 2
Views: 302

Costs for Switching Funds in Taxable - Mid Cap Growth (RPMGX) vs Schwab Total Market (SWTSX)

Hi, I am a long time lurker and enjoy reading and learning from all of the posts on the forum. I am trying to determine whether selling my T Rowe Price Mid Cap Growth (RPMGX - ER 0.76%) and switching to Schwab's Total Market (SWTSX- ER 0.03%) makes financial sense. I am concerned over the Mid Cap Gr...