Agreement Investment Trust With Largest Discount
Description
How to fill out Advisory Agreement Between Real Estate Investment Trust And Corporation?
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FAQ
Unlike open-ended funds, investment trust shares can trade below the value of their investments. This is known as a discount and basically means the shares are cheap. Investment trust share prices can also trade above the value of their assets. This is known as a premium and means the shares are expensive.
A new Morningstar Associates analysis, sponsored by Nareit, found that the optimal portfolio allocation to REITs ranges between 4% and 13%.
Breakpoint discounts are volume discounts to the front-end sales load charged to investors who purchase Class A mutual fund shares. The extent of the discount depends on the amount invested in a particular family of funds.
A breakpoint is the dollar amount for the purchase of a load mutual fund's shares that qualifies the investor for a reduced sales charge. Breakpoints allow for reduced fees for large purchases, which often benefit institutional investors.
B. A maximum aggregate sales charge of 7.50% on purchases of $15,000 or more and a maximum aggregate sales charge of 6.25% on purchases of $25,000 or more.