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Timing a change in mutual funds?
Old 03-04-2017, 10:34 AM   #1
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Timing a change in mutual funds?

Hi all, I've got a simple question that I should be able to find the answer to but haven't.

I'm wanting to increase my bond allocation by moving some funds from Wellington to Wellesley Income. Do I need to be aware of when during the quarter I do this? Is it possible to lose out on quarterly distributions on both funds by not doing this at the right time?

On a more general note, where can I find this info for mutual funds? I looked at Vanguard under the distributions tab but didn't see anything.

Thanks again!
Murf
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Old 03-04-2017, 10:50 AM   #2
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Googled Wellington dividend ex date. The info was on the first link. Based on past history, there are quarterly distributions on 3/15, 6/15, 9/15 and 12/22 each year.
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Old 03-04-2017, 10:59 AM   #3
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Thanks! So, if I'm in a fund by the 15th, I get the distribution for that fund? Even if I was in a different fund for the whole quarter up until say, the 14th of March?

Thanks again!
Murf
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Old 03-04-2017, 12:09 PM   #4
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You'll get it since you'll be paying for it.
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Old 03-04-2017, 12:48 PM   #5
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So, your saying I should not exchange those sounds until after that date?
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Old 03-04-2017, 02:21 PM   #6
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I've only been investing in dividend paying stock for 3 years - far less than some users on this forum. But I've learned to not buy/sell dividend stock within 1-2 weeks before the dividend ex date or 1-2 weeks after the dividend pay date. This gives time for the price of the stock to stabilize after the dividend is distributed.
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