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Share Class
Funds typically purchased by large institutional buyers, such as pension plans. These share classes are typically only offered to investors who invest $1 million or more. Invariably, institutional shares have the lowest expenses in the mutual fund universe.
mutual fund share classes defined

[PDF File]TAXES & INVESTING IN MUTUAL FUNDS
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2 Understanding Mutual Fund Classes A word About Mutual Fund expenses Alert. Like most investments, all mutual funds charge fees and expenses that are paid by investors. These fees and expenses can vary widely from fund to fund or fund class to fund class. Because even small differences in expenses can
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[PDF File]Understanding mutual funds - Ontario Securities Commission
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• Mutual funds may offer different share classes— most commonly in retail brokerage accounts, Class A, B and C shares. Other share classes may be offered without upfront, ongoing or back-end sales charges in advisory accounts. • In retail brokerage accounts, the …
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[PDF File]Key Topics: Understanding Mutual Fund Classes
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FUND REBATES UnBUndlEd vS. ClEAn ShARE ClASSES While Old Mutual Wealth is linking to the existing ‘clean’ share class, the term ‘clean’ usually means that the fund price does not include a rebate. In many instances Old Mutual Wealth has been able to …
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[PDF File]Share Class Types - Morningstar, Inc.
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Understanding mutual funds . Thinking about investing in mutual funds? They can be an effective way to save for important goals like retirement or your child’s education. But like all investments, they have their risks. There are also costs involved in owning mutual funds. The Canadian Securities Administrators (CSA) have put together this guide to help you learn more. Our members include ...
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[PDF File]FUND REBATES - Old Mutual Wealth
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mutual funds share classes with 12b-1 fees can result in the receipt of payments by the adviser, the adviser’s investment advisory representatives (IARs), or an affiliated broker-dealer. The fact that an adviser’s affiliated entity receives payments from the mutual fund company (in the form of 12b-1
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[PDF File]Understanding mutual fund share classes, fees and certain ...
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mutual funds, these structures are set up with multiple share classes. Each share class, often referred to as a “corporate class fund,” represents a different mutual fund. For more information on corporate class funds, refer to page 12. At a basic level, mutual funds use money received from unit holders or shareholders to buy securities ...
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Share classes mutual funds definition