American funds 529 sales charge

    • [PDF File]Sales Charges Information March 2021 - Hartford Funds

      https://info.5y1.org/american-funds-529-sales-charge_1_c338d8.html

      Sales Charges Information – Hartford Mutual Funds Classes of Shares ... by 529 plans or purchases of $1,000,000 or more of Class F shares may be made directly through the Funds’ transfer agent. ... end sales charge or contingent deferred sales charge (CDSC) applicable to a class and whether you qualify for any reduction ...

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    • [PDF File]An investor’s guide to purchasing mutual funds and …

      https://info.5y1.org/american-funds-529-sales-charge_1_9f9176.html

      majority of the sales charge and the 12b-1 fees paid to the firm are paid to your financial advisor. Breakpoints. A mutual fund may offer discounts on Class A share purchases, called breakpoints, that reduce the front-end sales charge if the investor: • Makes a large purchase • Already holds other mutual funds offered by the

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    • [PDF File]American Funds The Investment Fund of America

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      Mar 01, 2011 · “Sales charge reductions and waivers” section on page 34 of the prospectus and on page 57 of the fund’s statement of additional information. Shareholder fees (fees paid directly from your investment) Share classes A and 529-A B and 529-B C and 529-C 529-E F-1, F-2 and 529-F-1 Maximum sales charge (load) imposed on

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    • [PDF File]American Balanced Fund®

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      American Funds. More information about these and other discounts is available from your financial professional, in the “Sales charge reductions and waivers” sections on page 28 of the prospectus and on page 69 of the fund’s statement of additional information, and in the sales charge waiver appendix to this prospectus.

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    • [PDF File]Maximizing Your Investment

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      on Class A and 529-A share purchases. Reducing Sales Charges There are a number of ways you can reduce the initial sales charge on Class A and 529-A share purchases.* At the time the investment is made, American Funds must be notified that the investment is eligible for a sales charge reduction (either by you or your advisor). If American Funds ...

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    • [PDF File]American Funds 529 College Savings Account

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      I plan to invest over a 13-month period in one or more American Funds Accounts. If I do not invest the intended amount within 13 months, the sales charge will be adjusted. The aggregate amount will be at least: $25,000 $50,000 $100,000 $250,000 $500,000 $750,000 $1,000,000

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    • [PDF File]BlackRock CollegeAdvantage 529 Plan

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      *** A contingent deferred sales charge of 1.00% is assessed on certain withdrawals of investments in Class A Units made within 18 months after purchase where no initial sales charge was paid at time of purchase as part of an investment of $1,000,000 or more.

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    • [PDF File]American Funds College Target Date Series

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      American Funds College Target Date Series SM Ticker Class 529-A 529-B 529-C 529-E 529-F-1 ... You may qualify for a Class 529-A sales charge discount if you and your family invest, or agree to invest in the future, at least $25,000 in American Funds. More information about these and other

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    • [PDF File]American Funds College 2033 Fund®

      https://info.5y1.org/american-funds-529-sales-charge_1_599e30.html

      may qualify for a Class 529-A sales charge discount if you and your family invest, or agree to invest in the future, at least $100,000 in American Funds. More information about these and other discounts is available from your financial professional and in the “Sales charge

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    • [PDF File]CollegeAmerica® Program Description - American …

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      Available American Funds 4 Fund investment objectives, investment strategies and risks 4 ... Share class policies and sales charge waivers 34 ... 529 Savings Plan July 1, 2021 . 1 CollegeAmerica / Program Description This Program Description incorporates by reference the current prospectuses of American Funds available in CollegeAmerica. ...

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    • [PDF File]American Funds Growth Fund - AIG | AIG Retirement Services

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      sales charge discounts if you and your family invest, or agree to invest in the future, at least $25,000 in American Funds. More information about these and other discounts is available from your financial professional, in the “Sales charge reductions and waivers” sections on page 31 of the prospectus and on page 68 of the fund’s statement of

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    • [PDF File]Sales Charge Info - Ivy

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      Share Class and Sales Charge Information – Ivy Funds Each class of shares offered in the Ivy Funds prospectus (the Prospectus) has its own sales charge, if any, and expense structure. The decision as to which class of shares of a Fund is best suited to your needs depends on a number of factors that you should discuss with your financial advisor.

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    • [PDF File]American Funds Developing World Growth and Income Fund

      https://info.5y1.org/american-funds-529-sales-charge_1_aeeda4.html

      shares of the fund. You may qualify for sales charge discounts if you and your family invest, or agree to invest in the future, at least $25,000 in American Funds. More information about these and other discounts is available from your financial professional and in the “Sales charge reductions and waivers” section on page 28 of

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    • American Funds American Balanced Fund® Class 529-A CLBAX

      adjusted for load, sales charge, or taxes. Return % Fund Comparison 1,2 This section compares the fund to its benchmark and alternatives from our Mutual Fund OneSource Select List. Fund Name Inception Ticker Exp Ratio 1 Year 3 Year 5 Year10 Year Since Incep. American Funds American Balanced Fund® Class 529-A (02/02) CLBAX 0.62 12.87 8.94 9.58 ...

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    • [PDF File]CollegeAmerica® Program Description - American Funds

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      Available American Funds 4 Fund investment objectives, investment strategies and risks 4 ... Share class policies and sales charge waivers 34 ... 529 Savings Plan July 1, 2021 . 1 CollegeAmerica / Program Description This Program Description incorporates by reference the current prospectuses of American Funds available in CollegeAmerica. ...

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    • [PDF File]Regulatory Notice 21-07 - FINRA

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      PRODUCT TYPE SALES CHARGE WAIVERS Mutual Funds Exchanges Rights of Reinstatement (RoR) Net Asset Value (NAV) Transfers Sales Charge Waivers for Retirement Accounts and Charities 529 Plans RoR6 Sales Charge Waivers Regulatory Notice 3 March 4, 2021 21-07

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    • [PDF File]EuroPacific Growth Fund® - American Fidelity

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      American Funds. More information about these and other discounts is available from your financial professional and in the “Sales charge reductions and waivers” section on page 27 of the prospectus, on page 65 of the fund’s statement of additional information and in the sales charge waiver appendix to this prospectus.

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    • a share breakpoint american funds

    • [PDF File]American Funds The Investment Fund of America

      https://info.5y1.org/american-funds-529-sales-charge_1_247080.html

      “Sales charge reductions and waivers” section on page 34 of the prospectus and on page 57 of the fund’s statement of additional information. Shareholder fees (fees paid directly from your investment) Share classes A and 529-A B and 529-B C and 529-C 529-E F-1, F-2 and 529-F-1 Maximum sales charge (load) imposed on

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    • [PDF File]Traditional/Roth IRA Application - American Funds

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      If you do not invest the intended amount within 13 months, the sales charge will be adjusted. • Investments in Class A, ABLE-A, C, F-1, F-2, 529-A, 529-C and 529-F-1 shares apply toward the completion of a Class A share SOI; purchases in the money market fund . do not apply. toward a Class A share SOI or Rights of Accumulation. 8. Financial ...

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    • [PDF File]Sales Charges and Breakpoints - Alger

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      the Alger Family of Funds offered with a sales charge, equal or exceed $1,000,000 in the aggregate may be madeat net asset value without any initialsales charge, but may be subject to a contingent deferred sales charge (“CDSC”) of 1.00% on redemptions made within 12 months of purchase.

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    • [PDF File]Supplement dated September 23, 2021 to CollegeAccess 529 ...

      https://info.5y1.org/american-funds-529-sales-charge_1_979725.html

      Changes to the CollegeAccess 529 Plan . New Underlying Funds . Effective on or about September 23, 2021 (the “Transition Date”), the following Funds are added to ... American Funds New Perspective Fund FNPFX F-3 0.42% ... Initial Sales Charge Annual Maintenance Fee. Age-Based 1 (Ages 0-8) 0.42% 0.25% 0.35% 0.00% 1.02% 5.50% $20 ...

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    • [PDF File]CLIENT RELATIONSHIP SUMMARY (FORM CRS) December 15, 2020 ...

      https://info.5y1.org/american-funds-529-sales-charge_1_131692.html

      Mutual Funds 529 Plans/College Savings Plans (“529 Plans”): You will typically pay an up -front sales charge or load when you buy shares in a mutual fund or 529 Plan, depending on the share class chosen. FCBS will typically recommend the A share-class of most mutual funds and 529 Plans.

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    • [PDF File]An Investor’s Guide to 529 Education Savings Plans

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      Many broker-sold 529 plans offer more than one class of shares, which impose different fees and expenses. Here are some key characteristics of the most common 529 plan share classes: Class A shares typically carry a front-end sales charge applied to the total amount being invested and can range up to 5.75%. There levels.

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