[Series 6] 3, Mutual Fund Share Classes
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the Series 6 Exam. In this episode you will learn: - The key differences between Class A, B, and C mutual fund shares. - How front-end loads, back-end loads (CDSCs), and level loads impact an investment. - How breakpoints on Class A shares can reduce sales charges for large investments. - To identify common suitability…
The skinny
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