Get IRA Transfer Form - PRIMECAP Odyssey Funds

If you want to move your individual retirement account (IRA) balance from one provider to another, simply call the current provider and request a “trustee-to-trustee” transfer. This moves money directly from one financial institution to another, and it won't trigger taxes.

The Vanguard PRIMECAP Fund consists of both mid-cap and large-cap growth stocks and is suited for investors with a long-term perspective. The fund is closed to new investors.

Primecap Odyssey Aggressive Growth reopened to new investors on Dec. 15, 2022. That marks the first time in nearly nine years it has been available for purchase by new investors but does not change the fund's Morningstar Analyst Rating of Gold.

The $7bn Primcap Odyssey Aggressive Growth fund is open to new investors for the first time in eight years after existing shareholders pulled more money from the strategy last month than at any time in nearly a decade.

Some transfers take weeks or, in some cases, months. Barring any hitches, though, three weeks should be ample time to complete a direct transfer.

Purchase and Sale of Fund Shares The Fund is closed to new accounts for investors not enrolled in Vanguard Flagship Services® or Vanguard Personal Advisor Services®.

Federal law does not establish the services for which fees may be imposed. Nor does federal law establish the maximum amount of fees that banks can charge for an IRA transfer. In some instances, fees are prescribed by state law. Banks are required to disclose any fees when the deposit account is established.

Closed to new accounts means an investment vehicle is no longer accepting new investors, but is still operating for existing investors. Asset size is the total market value of the securities in a fund. The asset size of a fund can be important for investors to consider for a few reasons.