american funds breakpoints dealer concession

Bonds are an important asset class in financial markets that are often used in a diversified A share is a unit of ownership of a company. The investment seeks conservation of capital, current income and long-term growth of capital and income. Funds may offer purchasers of Class A shares volume discounts also called breakpoint discounts on the front-end sales charge if the investor: Makes a large purchase; Holds other mutual funds offered by the same fund family; Commits to purchase additional shares of the fund; or Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. You may have to produce evidence that you qualify for a reduced sales charge or waiver before you receive it. CDSC of 1.00% is applied if withdrawal is made within one year of purchase.*. OGC staff contact:Joe Savage Pricing Options and Breakpoints | American Century Investments The I, Y, R5, and R6 shares earn a. This tool allows you to look up breakpoint schedules and linkage rules for mutual funds with sales charges to ensure discounts are given where applicable. American Century Investment Services, Inc. FINRA, OGC No sales charge or other charges apply in connection with this automatic conversion policy, and conversions are free from U.S. federal income tax. Please see the fund prospectus for more information. Investors should also note that the . MONEY MARKET FUNDS Typically less volatile than other types of mutual funds because they invest in high-quality, short-term money market instruments that are issued and payable in U.S. dollars. We do not aggregate accounts of investors who are affiliated with each other by virtue of being in an association. PDF J.P. Morgan Funds Sales charge/dealer concession schedule For example, a mutual fund might charge a front-end load of 5.75 percent for share purchases of less than $50,000, but reduce the load to 4.50 percent for investments between $50,000 and $99,999, and further reduce or eliminate the load for larger investments. INVESCO STEELPATH MLP INCOME FUND CLASS A - Insider

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