Right of accumulation

Right of Accumulation Allows shareholders to qualify for reduced sales charges on additional mutual fund purchases of front-end load mutual fund shares.

Right of Accumulation
Right provided to the unitholder of reduced sales charge on the units purchased if the total number of the units bought over a period of time exceeds a certain pre-determined amount.
Recurring Investment Facility ...

RIGHT OF ACCUMULATION (ROA) A right granted by some mutual funds that allows a shareholder to count existing holdings of the fund along with new purchases in determining the size of the sales fee on the new shares.

Right of accumulation
Allow investors to combine prior mutual fund purchases with current purchases in the same mutual fund or related mutual fund family to qualify for a breakpoint and obtain a lower sales charge.

ROA See: Return on assets ROA See: Right of accumulation ROCE See: Return on capital employed ROE See: Return on equity ROI See: Return on investment ROL The ISO 4217 currency code for the Romanian Leu.

See: Letter of intent; right of accumulation. Breakup value See: Private market value. Breeden, Douglas T. Inventor of one of the foundational asset pricing models in finance, the consumption based capital asset pricing model.

For mutual funds, refers to the investment amount necessary to make the fundholder eligible for a reduced sales charge. See: Letter of intent; right of accumulation.
Breakup value
See: Private market value.
Breeden, Douglas T.

Breakpoint sale
For mutual funds, refers to the investment amount necessary to make the fundholder eligible for a reduced sales charge. See: Letter of intent; right of accumulation.
Breakup value
See: Private market value.

sometimes used to refer to the offering of breakpoint discounts. The practice of soliciting mutual fund purchases just below the breakpoint (to earn more commissions) is considered unethical and in violation of NASD rules. See: right of accumulation.

Right of accumulation The term used when an investor qualifies for reduced sales charges for a purchase based on the total number of shares accumulated at the time of the purchase. Return to top
S ...

See: right of accumulation. Breakpoint Sale For mutual funds, this refers to the practice of soliciting mutual fund purchases just below the breakpoint (to earn more commissions).

See also: Expected return, Expense, Bearer Bond, Yield curve, Values