According to this, the minimum needs to be maintained by the balance, otherwise the shares are downgraded in a tax-implication-free manner.

According to this, the minimum needs to be maintained by the balance, otherwise the shares are downgraded in a tax-implication-free manner.

You must meet—and maintain**—a minimum investment of:

• $10,000 for most index funds and tax-managed funds.
• $50,000 for most actively managed funds.
• $100,000 for certain sector-specific index funds.