[Series 65] 27, Mutual Fund Structure and and Share Classes
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - How to calculate a mutual fund's Net Asset Value (NAV) per share. - The characteristics of Class A shares, including front-end loads and breakpoint discounts. - The features of Class B shares, such as Contingent Deferred Sales Charges (CDSCs). - The structure…
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