Understanding mutual fund share classes
[PDF File]Understanding Collective Investment Trusts
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classes of mutual funds. Fees are more flexible Simply put, CITs have greater fee flexibility than mutual funds. When a mutual fund offers multiple share classes, SEC rules dictate that the same investment management fee be charged with respect to all share …
[PDF File]Mutual Fund, Money Fund and Bank Deposit Program ...
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Mutual Fund, Money Fund and Bank Deposit Program Disclosures CHARGES, BREAKPOINT DISCOUNTS, FEES AND REVENUE SHARING Before investing in mutual funds, it is important that …
[PDF File]Understanding our fees, charges and other compensation
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Understanding our fees, charges and other compensation January 2020 ... Mutual fund share classes available in advisory programs _____ 37 Non-discretionary advisory programs _____ 38 ... Understanding mutual fund share …
[PDF File]Understanding mutual funds - Ontario Securities Commission
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Most mutual funds are not guaranteed—you could lose money on your investment. The level of risk in a mutual fund depends on what it invests in. For example, stocks are usually riskier than bonds, so you …
[PDF File]Understanding Mutual Fund Pricing - Thrivent Financial
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• Other share classes may be available to retirement plans or other qualifying investors. They vary widely from mutual fund to mutual fund and have different sales charges and fees. • Some mutual funds may allow you to exchange or convert from one share …
[PDF File]Guide to mutual fund investing
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The mutual funds and share classes available at J.P. Morgan Securities are limited and will change from time to time. It is important to work with your Financial Advisor to determine which funds and share …
[PDF File]Key Topics: Understanding Mutual Fund Classes
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Understanding Mutual Fund Classes As an investor, you may have read about “Class A,” “Class B,” Class C”, or other classes of mutual fund shares. If you are thinking about choosing one of these classes, it …
[PDF File]UNDERSTANDING MUTUAL FUND SHARE CLASSES Before …
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UNDERSTANDING MUTUAL FUND SHARE CLASSES This overview broadly provides information on mutual fund share classes offered by LPL Financial LL (“LPL”) within brokerage accounts. ecause …
[PDF File]Understanding mutual fund share classes, fees and certain ...
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Understanding mutual fund share classes, fees and certain risk considerations . This overview •broadly describes mutual fund share classes most commonly offered in retail brokerage accounts, including …
[PDF File]Understanding our fees, charges and other compensation
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– Mutual fund and insurance companies pay us for selling their products, and many of them also pay us for marketing support, known as revenue sharing, which is based on our total sales of and/or total …
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