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Home
> Fund Info > Galaxy
Equity Funds > Asset Allocation
Fund >
| Retail
A Shares Sales Charge Table (Effective [date]) |
|
Equities
|
Fixed-Income
|
|
Sales Charge |
Dealer Re-allowance |
Sales Charge1 |
Dealer Re-allowance |
|
$0
to less than $50,000
|
5.75%
|
5.00%
|
4.75%
|
4.25%
|
|
$50,000
but less than $100,000
|
4.50%
|
3.75%
|
4.50%
|
3.75%
|
|
$100,000
but less than $250,000
|
3.50%
|
2.75%
|
3.50%
|
2.75%
|
|
$250,000
but less than $500,000
|
2.50%
|
2.00%
|
2.50%
|
2.00%
|
|
$500,000
but less than $1,000,000
|
2.00%
|
1.75%
|
2.00%
|
1.75%
|
|
$1,000,000
or more2
|
0.00%
|
1.00%
|
0.00%
|
1.00%
|
|
|
| Retail
B Shares (Effective [date]) |
| Dealer Re-allowance |
Cost Basis |
CDSC |
Conversion
Years |
|
4.00%
|
LOCOM3
|
Year
1 thru year 8
5/4/4/4/3/2/1/0
|
84
|
Your broker/dealer
may be eligible to participate in recurring payouts (trailers) from
Galaxy Funds via a 12b-1/servicing fee at the following schedule:
- Equities: .25%
- Fixed Income:
.15%
- Money Markets:
.10%
Contact your compensation
plan administrator or sales manager for more information.
Load
Waivers (Effective [date])
The front-end sales
charge for Retail A Shares is waived if:
- You buy shares
by reinvesting your dividends and distributions.
- You buy shares
for a 401(k) or SIMPLE IRA retirement account.
- You buy shares
with money from another Galaxy Fund on which you've already paid a
sales charge (as long as you buy the new shares within 90 days after
selling your shares).
- You're an investment
professional who places trades for your clients and charges them a
fee.
- You buy shares
under an all-inclusive fee program (sometimes called a "wrap
fee program") offered by a broker/dealer or other financial institution.
- You were a Galaxy
shareholder before December 1, 1995.
- You were a shareholder
of the Boston 1784 Funds on the date when such Funds were reorganized
into Galaxy.
Note: Refer to the
prospectus sticker for the elminated load waivers. Refer to the
SAI for additional load waivers.
1 No
sales load for money market investments.
2 CDSC
of 1% first year. A 1% finder's fee will be paid to the broker/dealer.
3 Lower
of cost or market.
4 Converts
to Retail A Shares after 8 years.
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