WebMar 31, 2024 · Generally, data on Fidelity mutual funds is provided by FMR, LLC, Morningstar ratings and data on non-Fidelity mutual funds is provided by Morningstar, Inc. and data on non-mutual fund products is provided by the product's investment manager, trustee or issuer or the plan sponsor whose plan is offering the product to participants. WebThe dealer reallowance indicated will apply up to the indicated breakpoint (so that, for example, a sale of $4 million worth of Investor A Shares in an equity fund will result in a placement fee of 1.00% on the first $3 million …
Share Class Pricing Details - American Funds Capital Group
WebDec 29, 2015 · Investors can qualify for breakpoints through a single purchase of Class A mutual fund shares, with a letter of intent (LOI) or through rights of accumulation (ROA). … Web529 plans are flexible, tax-advantaged accounts designed specifically for education savings. Funds can be used for qualified education expenses for schools nationwide. Find out what information you'll need before you open an account Open a 529 Account Why invest in a 529 college savings plan with Fidelity? Tax advantages companies house search english
Fidelity Asset Manager® 85% Fund - U.S. News & World Report
WebTrailing Total Returns Monthly Updated 01/31/23 Performance The fund has returned -8.34 percent over the past year, 6.76 percent over the past three years, 5.59 percent over the past five years,... WebFor more information about New York’s 529 Advisor-Guided College Savings Program, you may contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com or by calling 1-800-774-2108. This document includes investment objectives, risks, charges, expenses, and other ... WebJul 12, 2024 · July 12, 2024 Some advisor-sold 529 college savings plans have up-front sales charges. For example, Class A shares may involve a sales charge of as much as 5.75%, but also involve lower annual expenses. A breakpoint reduces the sales charge on new investments when the total investments exceed a specified threshold. companies house search gov.uk