Seasonal Strategy Question - IFT

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ripp002
Posts: 37
Joined: Sun Apr 26, 2020 4:55 pm

Seasonal Strategy Question - IFT

Post by ripp002 »

I’ve been closely following your moves in and out of our various funds. However, I can’t seem to determine which day I should initiate a transfer.

For example, the seasonal calculator displays 1st IFT to Fund S on the 11th trading day.. I know how to determine the 11th trading day. However, I’m having trouble deciding whether I should initiate the transfer on the 10th trading day, so it takes effect on the 11th, or do the transfer on the 11th trading day to take effect on the 12th.

Thanks!

Bubba823
Posts: 35
Joined: Wed Aug 23, 2017 8:16 am

Re: Seasonal Strategy Question - IFT

Post by Bubba823 »

Before noon on the 11th trading day. That's stated on the trading calendar.

ripp002
Posts: 37
Joined: Sun Apr 26, 2020 4:55 pm

Re: Seasonal Strategy Question - IFT

Post by ripp002 »

Thanks, much appreciated!

NUC SHARK
Posts: 45
Joined: Tue Oct 03, 2017 4:02 pm

Re: Seasonal Strategy Question - IFT

Post by NUC SHARK »

That’s noon Eastern

ripp002
Posts: 37
Joined: Sun Apr 26, 2020 4:55 pm

Re: Seasonal Strategy Question - IFT

Post by ripp002 »

Nuc Shark,

Good point.

Thank you!

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Fund Prices2024-04-18

FundPriceDayYTD
G $18.19 0.01% 1.27%
F $18.62 -0.30% -3.14%
C $78.45 -0.21% 5.50%
S $76.12 -0.20% -1.27%
I $40.67 0.02% 1.21%
L2065 $15.58 -0.13% 3.04%
L2060 $15.58 -0.13% 3.04%
L2055 $15.58 -0.13% 3.04%
L2050 $31.35 -0.13% 2.44%
L2045 $14.32 -0.12% 2.35%
L2040 $52.37 -0.11% 2.29%
L2035 $13.85 -0.10% 2.21%
L2030 $46.21 -0.09% 2.15%
L2025 $12.93 -0.05% 1.72%
Linc $25.28 -0.04% 1.51%

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