Ms funds

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Aug 29, 2005 11:50 pm

WILL THAY TRANSFER TO SSB   OR LM

Aug 29, 2005 11:55 pm

Not sure, but most (there are exceptions) are so schittie, you might as well have clients cash them and start with better funds at your new firm...

Aug 29, 2005 11:57 pm

MFS Rules!  when your looking for tax losses for your clients

Aug 30, 2005 12:02 am

Ok so when you make a joke you should post it correctly.  I meant MS funds Rule!

Aug 30, 2005 12:08 am

I seem to recall that MS funds will not transfer out in kind- you have to do a Non-ACAT.. Like posted above, its probably a good thing since the majority of those funds fall in the lower rankings from Lipper, Morningstar, etc.

Aug 30, 2005 8:56 am

Most all MS funds WILL ACAT out. There are a few exceptions. The best thing to do is look at the system you're thinking of moving to, give them the symbols of the funds involved, and ask if they can hold them. If they can't you'll have to liquidate.

Sep 9, 2005 12:23 am
MSdog:

Most all MS funds WILL ACAT out. There are a few exceptions. The best thing to do is look at the system you're thinking of moving to, give them the symbols of the funds involved, and ask if they can hold them. If they can't you'll have to liquidate.


Absolutely correct... I know some guys who jumped from MS to SB.  I think that once the transfer is done though, you can ONLY sell.  I don't think you can add to those positions or exchage them.  I would suggest finding the MS funds that you like and exchange into them before the transfer.