Mutual fund minimum investment - Investment - www Invest

Why do mutual fund companies put a "minimum investment" on their funds?

I bought a few funds thru the hartford and they require a $2000 minimum investment in their funds. I'd like to buy some but only have about $1100. I don't want to invest less right now and be forced into doing their automatic investment plan (which


The minimum investment allows the fund company to make money. If they were to open a ton of small accounts they would have to work hard and they would not make money.

Canoe Financial Files Preliminary Prospectus for the Canoe 2012 Flow-Through LP

Canoe Financial LP (the "Manager" or "Canoe"), has filed a preliminary prospectus for the initial public offering of limited partnership units ("Units") of the Canoe 2012 Flow-Through LP (the "Partnership"), in each of the provinces of Canada, except Quebec.

The Partnership's investment objective is to provide Limited Partners with exposure to quality tax-advantaged energy investments of two separate portfolios, consisting primarily of (i) Canadian Exploration Expense ("CEE") Flow-Through Shares of Resource Companies (the "Class CEE Portfolio"); or (ii) Canadian Development Expense ("CDE") Flow-Through Shares of Resource Companies (the "Class CDE Portfolio", and together with the Class CEE Portfolio, the "Investment Portfolios"). The Partnership provides the choice of investing in either the Class CEE Portfolio or the Class CDE Portfolio or a combination of both, allowing investors to target their specific investment requirements.

Stocks, Mutual Funds & Retirement Investments : IRA Required Minimum Distribution

The minimum distribution required for an IRA withdrawal is calculated by the IRS based on the difference in age between a person 70 and a half ...

Is It Smart To Invest Your Money In Mutual Funds? | Love every day

T Rowe Price has some very good mutual funds and you can set up an automatic monthly investment in one or more of these with a $50 minimum investment. EstherI will like to know how I can teach my teen son to invest his money on somekind of mutual fund. I will like to know how I can teach my teen son to invest his money on somekind of mutual fund. Is It Smart To Invest Your Money In Mutual Funds....

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Mutual fund minimum investment - Bookshelf


Investing online for dummies
408 pages
Investing online for dummies

A mutual fund with an automatic investment plan often allows you to invest as little as $50 per month, after you meet the minimum investment. ...

Investing in REITs, Real Estate Investment Trusts
416 pages
Investing in REITs, Real Estate Investment Trusts

Total mutual fund assets of $5.5 billion are also small compared to related ... Minimum investment ranges from relatively small retail funds with $500 ...

Black Enterprise
84 pages
Black Enterprise

Once you've done that, compare the performance of the mutual fund against any competition. Don't forget to compare the minimum investment, sales charges and ...

Mutual Fund Investing For Canadians For Dummies
384 pages
Mutual Fund Investing For Canadians For Dummies

Direct sellers impose these high minimum purchases because they have pretty small mutual fund operations. Their main business is usually managing money for ...

Black Enterprise
108 pages
Black Enterprise

The Calvert fund is among the handful of mutual funds with socially responsible investment criteria. ... The fund, with its $250 minimum investment, ...

Mutual fund minimum investment - News


Top 5 Highest Yielding Zacks #1 Ranked Municipal Bond Mutual Funds
At least 25% of its assets are used to purchase securities below investment grade. The municipal bond mutual fund returned 16.4% in the last one year period. The municipal bond mutual fund has a minimum initial investment of $1000 and an expense ratio

Zacks #1 Ranked International Mutual Funds
The fund focuses on investing in mature markets, but may also invest in emerging economies. The international mutual fund has a ten year annualized return of 4.48%. The international mutual fund has a minimum initial investment of $500 and an expense

Top 5 Zacks #1 Ranked Energy Mutual Funds
This energy mutual fund is non-diversified and has a three year annualized return of 19.18%. The energy mutual fund has a minimum initial investment of $1000 and an expense ratio of 1.34% compared to a category average of 1.61%.

What impels someone to start a stock mutual fund today?
What impels someone to start a stock mutual fund today? Craig Van Hulzen, CEO of Van Hulzen Asset Management and co-founder of the Iron Horse Fund, says, "I liked math and statistics, and didn't know it made me weird." Doesn't sound brave to you? Try getting someone to invest in a stock fund these days.

Top 5 Best Performing Small Cap Mutual Funds Year-to-Date
This small-cap mutual fund returned 10.43% over the last one year period. This small-cap mutual fund has a minimum initial investment of $2000 and an expense ratio of 1.50% compared to a category average of 1.45%. Virtus Quality Small-Cap A (PQSAX)