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Spread Load Contractual Plan

An alternative method of collecting the sales fees or loads (typically, annual) for a mutual fund in a series of...

Level Load Fund

A type of mutual fund in which the load (loading charges or participation fee) is paid on an recurring basis....

Level Load

A recurring, annual sales fee (load) that is charged on holdings of level load funds (class C shares of a...

Load Spread Option

An alternative method of collecting the sales fees or loads (typically, annual) for a mutual fund in a series of...

Pooled Income Fund

An income fund that is operated by a charitable organization by means of pooling donated investments that are obtained as...

Breakpoint Discount

A volume discount to the front-end sales load charged to investors who purchase mutual fund shares (often class A shares...

ROA

It stands for rights of accumulation; the cumulative amount (pre-determined levesl of investment) that an investor has in a mutual...

Rights of Accumulation

The cumulative amount (pre-determined levesl of investment) that an investor has in a mutual fund, and which qualifies him for...

Breakpoint

The cumulative amount (pre-determined levesl of investment) that an investor has in a mutual fund, and which qualifies him for...

Loading Charges

A sales fee/ commission that is charged at the time of purchase for specific classes of mutual fund  shares (class...