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#43299 - 05/10/08 08:25 AM FUNDX (DAL Investments)
Rick Wicks
Registered: 05/10/08
Posts: 2 		Do any 529 Plans invest in the no-load upgrader funds-of-funds run by DAL Investments (FUNDX, HOTFX, RELAX, etc.). I'd like to switch from UTMAs to 529s for our kids, but we're fully invested in the DAL funds and I like them, so would prefer not to have to change that too. Thanks!
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#43301 - 05/10/08 09:33 AM Re: FUNDX (DAL Investments) [Re: Rick Wicks]
Joe Hurley Administrator
 Registered: 01/07/00
Posts: 2075 		None do.

Joe
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#43332 - 05/13/08 07:15 AM Re: FUNDX (DAL Investments) [Re: Joe Hurley]
Rick Wicks
Registered: 05/10/08
Posts: 2 		Thanks for the info! Is there anything one could do to try to get one or more of the 529 Plans to include the DAL funds in their menu? Would there be any that might be more likely than others to do so, and thus the best ones to approach? Thanks again!
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#43363 - 05/18/08 06:31 PM Re: FUNDX (DAL Investments) [Re: Rick Wicks]
TexasCFP
Registered: 08/23/01
Posts: 748 		Money managers compete for access when each state puts out its contract for bid. It is not likely that this firm will enter the fray.
_________________________
David Hollands, CFP

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