Finally Fidelity--now you can invest in my mutual fund directly through a Fidelity account

03/03/2011 3:56 pm EST


Jim Jubak

Founder and Editor,

The mutual fund I run, The Jubak Global Equity Fund(JUBAX), recently celebrated its six-month unbirthday. And, as of today, the fund has announced, it has signed up a new brokerage platform, Fidelity. Investors can now put money into the Jubak Global Equity (JUBAX) through an existing Fidelity account.

When the fund got off the ground back in 2010, a lot of investors said that they’d invest in the fund if they could do it through a brokerage account at Schwab or E*Trade or Vanguard or ….   It’s taken a while to push the process along but as of today investors, finally, can put money into the fund through an account at Fidelity just like they could already invest through E*Trade, Schwab, Vanguard, and other brokerage companies.

(Of course, invested investors can still sign up directly on line, or through the mail, too).

And the Jubak Global Equity Fund has even managed to set it up so that Fidelity investors can get a free subscription to my new Jubak Asset Management Internet newsletter (a $299 value), just as direct investors and investors through those other brokerages do. Once Fidelity investors have completed their trades, they can go to this link to activate their subscription: (or, if they forget that link, they can just go to the Jubak Asset Management homepage and follow the instructions).

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 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.
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