FINRA Webcast

Mutual Funds: Share Classes & Breakpoint Discounts
This webcast addresses two mutual fund topics: share class distinctions and breakpoint discountsissues that are a challenge to many brokers. The webcast also provides an overview of A, B and C mutual fund share characteristics and a short review of breakpoint discounts. Please note: Registration and views of this webcast cannot be tracked through the webcast usage report.

 

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Related Resources:

Mutual Fund Breakpoint Search Tool 

 

Mutual Fund Expense Analyzer


Breakpoints Checklist and Worksheet


Mutual Fund Sales and Trading

 
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Last Updated: 7/6/06