No, not Fisher Investments, it was Bowers Wealth Management advisor Karsten Dornseif. They did sell FCNTX and purchased FEQIX - Fidelity Equity Income. I have no idea how the commission structure works on "no load" funds. Last month (April 2025) Contra was up.8% and Equity Income was down 1.9%. It will be interesting to compare at the end of this year.
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No, not Fisher Investments, it was Bowers Wealth Management advisor Karsten Dornseif. They did sell FCNTX and purchased FEQIX - Fidelity Equity Income. I have no idea how the commission structure works on "no load" funds. Last month (April 2025) Contra was up.8% and Equity Income was down 1.9%. It will be interesting to compare at the end of this year.
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Link to comment from May 10, 2025