What is the minimum & maximum investment for a mutual fund?

5 Comments

O

1y

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.

Reply

Quote

Report

Other

Whatever1984

Almost Human

AM

1y

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.

Reply

Quote

Report

Other

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

Human

O

1y

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?

Reply

Quote

Report

Other

Whatever1984

Almost Human

AM

1y

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.

Reply

Quote

Report

Other

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

Almost Human

CO

1y

Non nostrum itaque explicabo iure facere a commodi veritatis. Vel delectus est ab ut culpa omnis molestiae. Assumenda minima blanditiis consectetur soluta et. Dignissimos sed facere maxime asperiores amet eveniet esse. Omnis soluta voluptas consequatur ut animi cupiditate. Porro et omnis eveniet earum.

Aut consequuntur quas magni. Et aliquid rem dolorum cum alias. Repellat expedita corrupti ducimus voluptatem minus blanditiis. At dolor nulla itaque cumque non cum voluptas dolore.

Debitis quis qui quia animi dicta. Voluptas aut et voluptatibus porro quod exercitationem accusantium.

Cum perspiciatis placeat consequatur consectetur iure voluptatem officiis. Autem cumque mollitia harum aut animi nisi. Qui repellendus voluptatum enim magni ea expedita. Voluptatem aliquam doloremque aut velit corporis laborum magnam. Voluptates laboriosam consequatur assumenda similique maiores voluptates voluptatem. Dolor iste et nemo atque placeat quia.

Reply

Quote

Report

Other

The poster formerly known as theAudiophile. Just turned up to 11, like the stereo.

Add comment

Start Discussion

Career Resources

+95	Are you “less ambitious” for having long term goals outside of NYC	OFF	24	2h
+37	Interviews Are So Fake	OFF	24	2h
+33	2024 UK Election - Tories finished?	OFF	20	13h
+29	Being Christian in investment banking	OFF	14	7h
+26	Is my boss gaslighting me?	OFF	3	6d
+24	Non-Competes Banned	OFF	16	2m
+22	Ideas for things to do with a free semester before starting ft?	OFF	9	1d
+20	Sabotaging Peers to Get Ahead?	OFF	34	3d
+18	Best NYC neighborhood for single 30M	OFF	12	1d
+17	Moelis has the cutest Analysts?	OFF	4	4h

1	redever	99.2
2	Betsy Massar	99.0
3	BankonBanking	99.0
4	Secyh62	99.0
5	CompBanker	98.9
6	kanon	98.9
7	dosk17	98.9
8	GameTheory	98.9
9	Linda Abraham	98.8
10	Jamoldo	98.8

What is the minimum & maximum investment for a mutual fund?

See All Comments - 100% Free

Trending Content