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ROTH IRA APPLICATION
OBOE Vest Defined Distribution Strategy Fund
Load Fund Share Classes
The OBOE Vest Family of Funds
c/o Commonwealth Fund Services, Inc.
8730 Stony Point Parkway, Suite 205
Richmond,
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What is no-load fund share classes?
No-load fund share classes refer to mutual funds that do not charge sales commissions or fees upon purchase or redemption.
Who is required to file no-load fund share classes?
Mutual fund companies and investment firms are required to file the no-load fund share classes.
How to fill out no-load fund share classes?
No-load fund share classes can be filled out by providing detailed information on the fund's fees, expenses, and investment objective.
What is the purpose of no-load fund share classes?
The purpose of no-load fund share classes is to provide investors with a low-cost investment option that does not include sales charges or fees.
What information must be reported on no-load fund share classes?
Information such as the fund's prospectus, expense ratio, past performance, and investment strategy must be reported on no-load fund share classes.
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