May 28, 2022
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financeabc - Certified Professional
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There are no regulatory minimum and maximum investments for a mutual fund.  In general, there is no maximum investment as fund companies will gladly take your money.  Minimums vary based on the fund company and the fund.  Retail share classes have very low minimums and could be as low as $1,000 but I think if you do a dollar cost averaging plan, it could be lower.  Institutional share classes have minimums in the millions.  

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Whatever1984 - Certified Professional
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financeabc

There are no regulatory minimum and maximum investments for a mutual fund.  In general, there is no maximum investment as fund companies will gladly take your money.  Minimums vary based on the fund company and the fund.  Retail share classes have very low minimums and could be as low as $1,000 but I think if you do a dollar cost averaging plan, it could be lower.  Institutional share classes have minimums in the millions.  

There are actually maximums (as a % if total fund assets if 40 act) If you're asking this on the internet the likelihood of you owning >5% of the fund is near nil though.  This is really esoteric issuer stuff.

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The only difference between Asset Management and Investment Research is assets. I generally see somebody I know on TV on Bloomberg/CNBC etc. once or twice a week. This sounds cool, until I remind myself that I see somebody I know on ESPN five days a week.
 
financeabc - Certified Professional
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Whatever1984
financeabc

There are no regulatory minimum and maximum investments for a mutual fund.  In general, there is no maximum investment as fund companies will gladly take your money.  Minimums vary based on the fund company and the fund.  Retail share classes have very low minimums and could be as low as $1,000 but I think if you do a dollar cost averaging plan, it could be lower.  Institutional share classes have minimums in the millions.  

There are actually maximums (as a % if total fund assets if 40 act) If you're asking this on the internet the likelihood of you owning >5% of the fund is near nil though.  This is really esoteric issuer stuff.

Are you referring to the the institutional limitations of funds acquiring shares of another fund?

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Whatever1984 - Certified Professional
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financeabc
Whatever1984
financeabc

There are no regulatory minimum and maximum investments for a mutual fund.  In general, there is no maximum investment as fund companies will gladly take your money.  Minimums vary based on the fund company and the fund.  Retail share classes have very low minimums and could be as low as $1,000 but I think if you do a dollar cost averaging plan, it could be lower.  Institutional share classes have minimums in the millions.  

There are actually maximums (as a % if total fund assets if 40 act) If you're asking this on the internet the likelihood of you owning >5% of the fund is near nil though.  This is really esoteric issuer stuff.

- expand -

Are you referring to the the institutional limitations of funds acquiring shares of another fund?

It gets complicated.  You're not wrong with those rules bring a thing, there are others too, but if the OP is asking here I really doubt he's an institutional investor throwing billions around.

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The only difference between Asset Management and Investment Research is assets. I generally see somebody I know on TV on Bloomberg/CNBC etc. once or twice a week. This sounds cool, until I remind myself that I see somebody I know on ESPN five days a week.
 
Mr_Agree_to_Disagree - Certified Professional
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