4.2.5 Share Classes

In this section

• Class A Shares: Understanding Front-End Loads and Breakpoint Discounts
  Explore Class A shares in mutual funds, focusing on front-end sales loads, breakpoint discounts, and their suitability for long-term investors. Gain insights into sales charge schedules and eligibility criteria for discounts to make informed investment decisions.
• Class B Shares in Mutual Funds: Understanding Costs and Benefits
  Explore the intricacies of Class B shares in mutual funds, including back-end loads, higher annual expenses, and conversion to Class A shares. Learn about the impact on long-term returns and cost considerations when choosing share classes.
• Understanding Class C Shares in Mutual Funds: Level Loads and Cost Implications
  Explore the intricacies of Class C shares in mutual funds, focusing on level loads, cost implications, and suitability for short- to medium-term investors. Learn how these shares differ from Class A and B shares and their impact on investment strategies.