Principal Tax Savings Equity Positions Weight vs. Minimum Initial Investment Fundamental AnalysisPrincipal Tax Savings Reg is one of the top funds in minimum initial investment among similar funds. It is one of the top funds in equity positions weight among similar funds making about 0.19 of Equity Positions Weight per Minimum Initial Investment. The ratio of Minimum Initial Investment to Equity Positions Weight for Principal Tax Savings Reg is roughly 5.31 Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it from random trades that may negatively affect fund strategy.Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Principal Tax Savings Equity Positions Weight Comparison