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What Are Class Inst Funds?

Institutional Class Funds: Class I, X, Y or Z


Definition: Inst funds (aka Class I, Class X, Class Y or Class Y) are generally only available to institutional investors with minimum investment amounts of $25,000 or more. In some cases where investors pool money together, such as 401(k) plans, breakpoints can be met to use the institutional share class funds, which typically have lower expense ratios than other share classes.

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