Clean Shares

Offered through PNC Investments

A class of mutual fund shares that is currently available for tax-qualified retirement brokerage accounts at PNC Investments. Clean shares provide access to the same fund management as other retail mutual fund share classes, but at a potentially lower ongoing cost to investors so they can invest more towards retirement.

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Key Features
Lower Cost

Potentially lower ongoing fees charged than other retail mutual fund share classes.

Greater Fee Transparency

Increased clarity regarding the services you’re paying for and to whom.

Same Fund Management

Access to the same portfolio strategies
and managers as other retail mutual fund share classes.  

Overview

  • Currently only available for tax-qualified retirement brokerage accounts offered through a PNC Investments Financial Advisor
  • PNC Investments charges a commission fee for each purchase and sale and the fund company charges ongoing operating expenses
  • Clean shares are not charged front end load, deferred sales charges or other asset-based fees for sales or distribution by the fund company, such as 12b-1 fees
  • Offer potentially lower ongoing operating expenses
  • PNC Investments is the first broker-dealer to offer clean shares to retail investors

Associated Products & Services

PNC Directions®

PNC Directions is a mutual fund and exchange traded fund (ETF) advisory program designed for investors taking those first steps toward achieving their financial goals. This account makes the process of investing easy and accessible by utilizing mutual funds and ETFs managed by our affiliates.

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Brokerage Plus®

Access a broad range of equities and ETFs, plus thousands of mutual funds, including commission-free (No Transaction Fee) funds. Transfer money online between your eligible PNC Bank accounts and PNC Investments accounts.

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Individual Retirement Accounts (IRAs)

Using both an IRA and an employer-sponsored plan, such as a 401(k), provides the opportunity to invest more for your retirement.

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Important Legal Disclosures and Information

This material is meant to educate and not to provide legal, tax, accounting or investment advice. PNC Investments and its affiliates and vendors do not provide legal, tax or accounting advice.

Important Investor Information: Brokerage and insurance products are:

Securities products, brokerage services and managed account advisory services are offered by PNC Investments LLC, a registered broker-dealer and a registered investment adviser and member FINRA, and SIPC. Annuities and other insurance products are offered through PNC Insurance Services, LLC, a licensed insurance agency.

View the PNC Investments Business Resiliency Planning Customer Disclosure.

This document provides information on additional compensation that PNC Investments receives from certain mutual fund companies, 529 plan program managers and insurance companies.

This material does not constitute an offer or solicitation in any jurisdiction where or to any person to whom it would be unauthorized or unlawful to do so.

PNC Investments does not guarantee the performance of any investment. Investing results may vary. Investments may lose money. Diversification and asset allocation may not prevent a loss of investment.

PNC Investments LLC, PNC Insurance Services, LLC and PNC Bank, National Association are each affiliated with The PNC Financial Services Group, Inc.

Bank deposit products and services provided by PNC Bank, National Association. Member FDIC