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Results tagged with mutual-funds
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user 59569
To be used for any questions on mutual funds. For index based funds question the Index-fund tag should be used.
-1
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Vanguard Minimum Investment and Minimum Duration
For the Vanguard mutual funds that do not have a redemption fee, is the minimum amount of time during which the minimum investment must be in the fund 60 days as mentioned here, or is there another pe …
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2
votes
Accepted
Vanguard Minimum Investment and Minimum Duration
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:
…
- 456
5
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3
answers
234
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Vanguard Mutual Funds -- Diversification vs Share Class
Vanguard Admiral shares typically require a minimum investment of $10,000, whereas the Investor shares typically require $3,000. For the lower expense ratio funds, the former have expense ratios of a …
- 456
1
vote
4
answers
398
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Tax implications for selling mutual funds then reinvesting in new mutual funds (US)
My parents contributed in the '80s and '90s to my non-retirement mutual funds, which are all SMMIX. The current value is about $98,000. The dividends are automatically reinvested as opposed to being …
- 456
1
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1
answer
341
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Vanguard Fund Minimums with Multiple Accounts Containing Same Fund
Assume I have a Roth IRA account and a mutual fund account through Vanguard, and that both of these accounts invest in the same fund. Does the minimum fund balance apply to the Roth IRA and mutual fu …
- 456