Web(a) No member shall sell investment company shares in dollar amounts just below the point at which the sales charge is reduced on quantity transactions so as to share in the higher sales charges applicable on sales below the breakpoint. (b) For purposes of determining whether a sale in dollar amounts just below a breakpoint was made in order to share in …
Breakpoint Discounts Investor.gov
WebInvestors should carefully consider the investment objectives, risks, charges and expenses of any Virtus Mutual Fund before investing. The prospectus and summary prospectus contains this and other information about the fund. Please contact your financial representative, call 1-800-243-4361 to obtain a current prospectus and/or summary ... WebBreakpoint Discounts. Some mutual funds that charge front-end sales loads will charge lower sales loads for larger investments. For example, a fund might charge a 5% front-end sales load for investments up to $25,000, but reduce that to a 4% load for investments between $25,000 and $50,000 and 3% for investments exceeding $50,000. talcott foot \u0026 ankle specialists
Washington Mutual Investors Fund - A American …
WebBreakpoints are an essential aspect of investing, particularly in mutual funds. Essentially, a breakpoint refers to a point at which an investor can qualify for a reduced sales charge when investing in mutual funds. This often occurs when an investor reaches a predetermined investment amount, which can result in lower fees and better returns. WebFollowing the ME breakpoint dataset on top, the current breakpoint between Microcaps and Smallcaps should be in the area of $750 million. ... Passive investing and the largecap frenzy might lead to ongoing ignorance against smallcaps. However, smallcaps are already historically cheap and the value spread is historically wide. At some point, a ... WebHorace Mann Investors, Inc. is located at #1 Horace Mann Plaza, Springfield, IL 62715. You should read the 529 plan program descriptions carefully and consider the investment objectives, risks, charges and expenses carefully before you invest or send money. The 529 plan program descriptions will provide complete information about these subjects. talcott foot and ankle