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Sales Charge Guide


Sales Charge Guide - Allspring Global Investments

A contingent deferred sales charge (CDSC) of 0.40% will be charged if redeemed within 12 months from the date of purchase. Sales Charge Guide. Class A shares ...

Sales Charge: Types, Criticisms, Examples - Investopedia

A sales charge is an additional fee paid by an investor that is used to compensate the broker or salesman for effecting that transaction. · In mutual funds, the ...

DWS sales charge guide

DWS sales charge guide. \ 2. | 2024. Equity funds—Class A shares (traditional front-end sales charge). Applicable to. Amount of sale. Sales charge. Equity funds.

Understanding Sales Charges | AB - AllianceBernstein

The information below will help you understand mutual fund expenses and assess the costs associated with your AB investments.

Sales Charges & Fees - MFS Investment Management

Learn more about MFS sales charges, fees and flexible pricing alternatives ... instructions on how you may disable or opt out of cookies. Please click ...

Reducing Sales Charges on Class A, 529-A and ABLE-A Shares

Sales charges and breakpoints for Class A shares ; Less than $25,000. 5.75% ; $25,000 to $50,000. 5.00% ; $50,000 to $100,000. 4.50% ; $100,000 to $250,000. 3.50%.

Pricing Guide and Fund Summary

Contact your Financial Advisor for more information on Goldman Sachs Funds. Maximum. Front-End. Sales Load. Contingent. Deferred. Sales Charge.

Share Classes & Loads - BlackRock

If you choose to buy Investor A shares, generally a sales charge is paid at the time of purchase. Depending on the amount of the purchase, you may qualify ...

Breakpoints | FINRA.org

Breakpoint discounts are volume discounts to the front-end sales load charged to investors who purchase Class A mutual fund shares. The extent of the ...

Understanding Contingent Deferred Sales Charge (CDSC)

A contingent deferred sales charge (CDSC) is a fee, sales charge or load, which mutual fund investors pay when selling Class-B fund shares within a specified ...

A SIMPLE GUIDE TO FUND CHARGES - Janus Henderson

For funds registered for sale outside the UK, registration costs will be included in this charge. Client administration costs: This includes the costs of ...

Amundi US - Fund Guide for Class A, Class C, and Class R Shares ...

Class A Shares: are available to all investors who meet the fund minimum. Class A shares of equity and asset allocation funds have a maximum 5.75% sales charge ...

Mutual Fund Fees and Expenses | Investor.gov

The category "Sales Charge (Load) on Purchases" in the fee table includes sales loads that investors pay when they purchase fund shares (also known as front-end ...

Mutual Fund Fees & Expenses-Fidelity

Funds may do this by imposing a fee on investors, known as a “sales load” (or “sales charge (load)”), which is paid to the selling brokers. In this respect, a ...

Share Class Pricing and Details | Capital Group

Many broker-dealers offer fee-based programs that allow investors to purchase mutual funds for an annual asset-based fee, instead of paying commissions or sales ...

Frequently Asked Questions About Mutual Fund Fees (pdf)

Does the fund have a front-end or deferred sales charge, a redemption fee, or an exchange fee? ... This guide is the latest in the Institute's Investor Awareness ...

Sales Charges And Fees - MFS Investment Management

... instructions on how you may disable or opt out of cookies. Please click "Accept All Cookies" if you're ok with this.Cookies Policy. Manage Cookies Accept All ...

Mutual fund fees | GetSmarterAboutMoney.ca

You may pay a sales charge when you buy or sell units or shares of a fund. These sales charges are also known as loads. Funds may be offered ...

How Fees and Expenses Affect Your Investment Portfolio - SEC.gov

Sales loads. Some mutual funds charge a fee called a sales load. Sales loads serve a similar purpose to commissions by compensating the financial ...

Mutual Fund Features, Share Classes and Compensation

Purchasers of Class A shares are typically charged a front-end sales charge (sales charges on mutual ... attached to your instructions following a conversion to ...