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Investor Shares. $1,000 for Vanguard Target Retirement Funds and Vanguard STAR® Fund. $3,000 for most actively managed funds. Most Vanguard index funds no longer offer Investor Shares to new investors. For the few that do, most have $3,000 minimums. See which funds offer Investor Shares. Range.
May 17, 2024 · Key Facts. Size of Class (Millions) as of May 17, 2024 $3,352.5 M. Size of Fund (Millions) as of May 17, 2024 $19,654.5 M. Share Class launch date Mar 28, 2016. Asset Class Equity. Morningstar Category Large Value. Lipper Classification Equity Income Funds.
Jan 24, 2017 · Retirement shares--sometimes tagged with an R after the fund name--are share classes that are explicitly created for retirement plans, such as 401(k)s. The fees that these funds charge range widely.
Mutual fund companies tailor their products to be sold into different financial markets. One class of funds will be for retail investors, another for 401(k) accounts and another to be sold to ...
classes, it is important to note that mutual fund companies create mutual fund classes for various purposes. Class R shares are generally designated as a retirement class of shares and do not generally have any sales loads; however, they do have annual expenses. These funds are usually available through employer-sponsored retirement plans, such ...
0.68%. 2.99%. 2.79%. --. Analyze the Fund Fidelity ® Health Savings Fund Class K having Symbol FHLKX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com.
A mutual fund is a pooled collection of assets that invests in stocks, bonds, and other securities. When you buy a mutual fund, you get a more diversified holding than you would with an individual security, and you can enjoy the convenience of automatic investing if you meet the minimum investment requirements. 9 minute read. More on mutual funds.
