Webfund platform by offering a single share class in brokerage accounts . – The single share class has no front-end loads, back-end loads or 12b-1 fees. – For mutual fund transactions in the single share class, commissions are charged on buys and sells, except in 529 plans, where commissions are charged on buys only. WebFeb 23, 2024 · In addition to the A, B, and C, and F share classes, they also have a 529-plan version of A, B, and C, and F-1 share classes. ... Because each different share class is basically a different sales distribution deal. That's why we've got A shares with one kind of selling deal, C shares with another, F-1 with another, F-3 with another, and R-1 ...
SEC.gov An Introduction to 529 Plans
WebBack to select a different role. Volatility. What We Offer. What We Offer INVESTMENT OPTIONS. ... CollegeAmerica 529 Plans. ABLE Accounts. OUR APPROACH. Environmental, Social & Governance. See What We Offer . Planning. ... For Class 529-A Shares, this chart tracks a hypothetical investment with dividends reinvested through … WebSep 9, 2024 · What is the difference between 529 A shares and 529 C shares? 529 plan Class A shares versus Class C shares In most cases, Class A shares are suitable for long-term investors. Class C shares do not have a front-end sales charge, but come with higher annual fees, often making them a better choice for investors with a shorter time … kmd24s specs pdf
FINRA to Crack Down on 529 Plan Share Class Recommendations
WebOct 12, 2024 · Fees vary widely by state, but also by the investment strategy you choose within each state’s 529 plan. For example, if you invest $10,000 for 10 years in New … WebOur share classes mainly differ based on how you pay for the advice of your financial professional. Because different payment structures suit different investment needs, we offer several convenient pricing options for our mutual fund accounts as well as our CollegeAmerica® 529 savings plan. Class F-1, F-2, F-3 and 529-F-1 shares WebEach portfolio in the CollegeChoice 529 Plan charges a total annual-asset based fee, which combines the plan management fee with the estimated expenses of the mutual funds in each portfolio. This fee total currently ranges from 0.14% to 0.77%, making Indiana’s 529 plan one of the most fee-friendly in the country. kmdb recordings