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  • Ira Transfer Form - Primecap Odyssey Funds

Get Ira Transfer Form - Primecap Odyssey Funds

IRA Transfer Form If this is for a new IRA Account, an IRA Application must accompany this form. Mail to: PRIMECAP Odyssey Funds c/o U.S. Bancorp Fund Services, LLC PO Box 701 Milwaukee, WI 53201-0701.

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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.

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.

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®.

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

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.

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 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.

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.

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© Copyright 1997-2025
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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232