Explore the intricacies of front-end loads in mutual funds, including their impact on investments, association with Class A shares, and the benefits of breakpoints.
Learn how Rights of Accumulation (ROA) can help you achieve reduced sales charges on mutual funds by leveraging your current holdings and additional purchases to reach breakpoint levels. Understand how family accounts can be combined to maximize discounts.
Learn how combination privileges in mutual funds allow investors to combine investments across different funds within the same fund family to reach breakpoints and reduce sales charges. Understand the types of accounts eligible, the process for applying discounts, and strategies for maximizing benefits.