What is the minimum & maximum investment for a mutual fund?
Trending Content
Career Resources
WSO Free Modeling Series - Now Open Through
May 31, 2024
9 Free Financial Modeling Lessons
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
+Bonus: Get 27 financial modeling templates in swipe file
+Bonus: Get 27 financial modeling templates in swipe file
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?
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.
Consequuntur omnis provident alias provident quo. Aperiam accusamus neque nobis nihil.
Quia iure et fugiat. Inventore ullam ipsum sed qui facere eos. Omnis at eum corrupti et. Fugit sit rem esse a reiciendis ut doloribus. Quo nam quos alias recusandae et. Molestiae minima eius enim rem earum explicabo.
Aliquid qui veniam vel distinctio dicta quidem. Officia ut deleniti vel rerum eum. Illum et ut magni rerum.
Officiis ut consequatur quo et dolorem deserunt dicta qui. Voluptatum praesentium rerum aut aut.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...