WebThe Right of Accumulation is an investment term for mutual fund transactions, that allows an investor to get lower sales charges on multiple transactions, instead of requiring a … WebRights of Accumulation (ROA). You may qualify for breakpoint discounts through Rights of Accumulation (ROA), which allow you to reach a breakpoint by combining current and …
Rights of Accumulation - TheFreeDictionary.com
WebFeb 4, 2024 · Letter of Intent. It can take time to reach breakpoints through rights of accumulation, but a letter of intent entitles you to an immediate discount. A letter of intent … WebMar 31, 2007 · Rights of accumulation You can add the value of any American Funds share class that you already own to new Class A, 529-A and ABLE-A share purchases in order to … florine rattliff murfreesboro tn
Rights of Accumulation (ROA) - Investopedia
WebRights of Accumulation. In loaded mutual funds, the right of a shareholder to a reduced load or sales fee when he/she purchases more than a certain a dollar amount of the mutual … 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). … WebMar 31, 2024 · A mutual fund may offer rights of accumulation (ROA) that allow you a breakpoint discount on your current front-end load mutual fund purchase by combining … florine homes