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 … WebBreakpoint Discounts. Most mutual funds offer investors a variety of ways to qualify for breakpoint discounts on the sales charge associated with the purchase of Class A shares. In general, most mutual funds provide breakpoint discounts to investors who make large purchases at one time. The extent of the discount depends upon the size of the ...
Breakpoint Discounts Investor.gov
WebYou cannot invest in these share classes if you’re eligible to invest at net asset value ($1 million sales charge breakpoint discount). If you sell (redeem) Class C and 529-C … WebFeb 28, 2024 · A mutual fund may offer rights of accumulation (ROA) that allow you a breakpoint discount on your current front-end load mutual fund purchase by combining your current fund purchase with previous purchases that you made in the same mutual fund or other funds within the fund family. The valuation method is the method by which you … rubyos restaurant newtown
About Fund costs - Putnam Investments
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