FINRA Webcast

Mutual Fund Breakpoints 
This webcast explores mutual fund breakpoints and the impact that breakpoint discounts can have on evaluating mutual fund share class suitability. The webcast highlights the various ways to reach a breakpoint threshold and provides an overview of the Mutual Fund Breakpoint Search Tool, a FINRA resource that helps representatives determine what breakpoints apply for a particular fund or funds.

 

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Related Resources:

Mutual Fund Breakpoint Search Tool

 

Mutual Fund Breakpoints Issue Center


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