Series 7 Exam Prep 37, Mutual Fund Share Classes and Sales Charges
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: - Class A shares are for long-term investors with large investment amounts due to front-end loads and breakpoint discounts. - Class B shares are suitable for long-term investors with smaller investment amounts, featuring a back-end load (CDSC) that declines over…
The skinny
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