The Jubak Global Equity Fund (JUBAX) may be less than a quarter old, but we’re already got an announcement to make. We’re working hard!
A lot of you said that you’d invest in the fund if you could do it through a brokerage account at Schwab or Fidelity or Vanguard or …. And we heard you. It’s taken a while to get the process going, but we’re proud to announce that as of today, we’ve signed up our first platform, Vanguard.
Yep, as of right now you can invest in Jubak Global Equity (JUBAX) through your existing Vanguard account. (Of course, you can still sign up directly on line, or through the mail, too).
And we’ve even managed to set it up so that Vanguard investors can get a free subscription to my new Jubak Asset Management Internet newsletter (a $299 value), just as direct investors do. So, Vanguard investors, once you’ve completed your trade, please go here to activate your subscription: http://jubakam.com/vanguard (or, if you forget that link, just go to the Jubak Asset Management homepage and follow the instructions).
In the coming weeks we expect to be able to announce that the fund is available through other brokers you’ve asked about, too.
So, watch this space.
The Jubak Global Equity Fund is distributed by Grand Distribution Services, LLC.
803 W. Michigan St., Milwaukee, WI 53233
You should consider the fund’s investment objectives, risks, charges and expenses carefully before investing. For a prospectus, that contains this and other information about the Funds, call 1-888-885-8225 or visit www.jubakfund.com. Please read the prospectus carefully before investing. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
I just purchased JUBAX in my Schwab account. This is the e-mail from them.
The Jubak Global Equity Fund (JUBAX) is available here at Schwab with a minimum of $2,500 in a brokerage account and $1,000 in an IRA account. It is even part of our OneSource of funds so there is no commission to trade it as long as you hold it for at least 90 days.
I would like to know how to get the free news letters.
Nathan – I can buy it thru Thinkorswim which is now part of TDA. If you try to buy it thru TDA, it says it is not available.
How about through ETrade?
Most people who trade actively seem to do so from ETrade or TDAmeritrade.
I had Nathan’s experience on Friday.
Thanks Jim,
I was getting ready put some money in a fund, yours would be great. FYI I have Vanguard, Fidelity, ETrade, and Zecco accounts.
vamith,
Are you sure, its available to buy in TDA. I checked using the website and its not letting me to get it.
“Please try another fund. You searched for a mutual fund TD Ameritrade doesn’t currently offer”
Also been waiting-
I’ll take two, please. Today!
Thanks Jim
I’m in when you get with Fidelity. Keep us up to date.
Jim,
I’m a Swiss citizen living in Switzerland and I would like to invest in JUBAX. Is this posible?
Jim,
how much of your own money are you putting in JUBAX?
Please add Scottrade to the list.
Yeah, what domisol9 said.
Are we able to get JUBAX through Etrade?
I can see that JUBAX ( JUBAK GLOBAL EQUITY FUND) is available for Buy/Sell on ThinkorSwim/TD Ameritradce account. So looks like JUBAX is all set with TOS/Ameritrade.
Thanks Jim! Been waiting for this. Count me in as a JUBAX investor.
As a FYI, you need a Vanguard brokerage account to do this.
I’ve been waiting for this one. Thanks Jim!