Retail Fund

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Dictionary Says

Definition of 'Retail Fund'

A type of fund that is registered with the Securities and Exchange Commission (SEC) and is sold to individual investors through investment dealers and in open market transactions. Retail funds are often categorized as mutual funds, and carry lower initial investments and management expense ratios than non-retail funds.
Investopedia Says

Investopedia explains 'Retail Fund'

Because retail funds are registered with the SEC, they are restricted in the amount of overall risk they can expose themselves to, such as option trading and short selling. These risks are considered as such due to the nature of their volatility and speculative nature.

If you compare retail funds to non-retail hedge funds, you will notice that non-retail hedge funds typically require larger initial investments and are marketed privately to high net worth clients.
Search results for

'Retail Fund'

  • Hedge Funds Go Retail

    http://www.investopedia.com/articles/mutualfund/07/mutual_fund_retail.asp
    ... to an article in The Wall Street Journal titled "Hedge Funds Target Smaller Investors."
    Under the fund of funds structure, the retail hedge fund will register ...

  • Retail Notes: A Simpler Alternative To Bond Funds

    http://www.investopedia.com/articles/bonds/05/retailnote.asp
    ... And to make bad matters worse, they might have to pay tax while their fund's value
    is falling. Retail Notes Offer Another Option There is another choice for ...

  • The Rise Of The Hedged Mutual Fund

    http://www.investopedia.com/articles/mutualfund/07/hedge_funds.asp
    ... Unlike retail hedge funds, which have higher minimums that require some level of
    investor accreditation, this breed of mutual fund enjoys the same level of ...

  • Are Derivatives Safe For Retail Investors?

    http://www.investopedia.com/articles/optioninvestor/07/derivatives_retail.asp
    ... why retail investors might find them confusing, if not intimidating. However,
    considering the growth and use by institutional and hedge fund investors ...

  • How To Invest Like A Hedge Fund

    http://www.investopedia.com/articles/mutualfund/08/hedge-fund-invest.asp
    ... way they operate; and for years, public companies and retail investors have ... impossible
    to uncover and understand each and every hedge fund's strategy - after ...

  • A Guide To Hedge Fund Startup Services

    http://www.investopedia.com/articles/trading/11/hedge-fund-startup-services.asp
    ... (For more, see Hedge Funds Go Retail.) Prime Brokerage ... firms and sales professionals
    are quick to offer advice on capital raising or legally forming your fund. ...

  • Mutual Fund Ratings: Are They Deceiving?

    http://www.investopedia.com/articles/mutualfund/09/mutual-fund-rating-systems.asp
    ... While Lipper services the institutional and asset management industry, its mutual
    fund services are provided in detail for retail investors of all levels. ...

  • Separately Managed Accounts: A Mutual Fund Alternative

    http://www.investopedia.com/articles/mutualfund/08/managed-separate-account.asp
    ... of shares, dividend reinvestment and distributions - will affect all fund investors
    in the ... SMAs targeted to high net worth retail investors tend to set account ...

  • Money Market Mayhem: The Reserve Fund Meltdown

    http://www.investopedia.com/articles/economics/09/money-market-reserve-fund-meltdown.asp
    ... It was one of the first times in the history of investing that a retail money
    market fund had failed to maintain a $1 per share NAV. ...

  • Series 26 Study Guide - Mutual Fund Accounts - Benefits of Mutual ...

    http://www.investopedia.com/exam-guide/series-26/mutual-fund-accounts/benefits.asp
    ... to the board of directors, approve or reject an investment advisor, decide for or
    against changes to a fund's investment objectives ... Do You Belong In Retail? ...

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