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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.
Potentially lower ongoing fees charged than other retail mutual fund share classes.
Increased clarity regarding the services you’re paying for and to whom.
Access to the same portfolio strategies
and managers as other retail mutual fund share classes.
You should carefully consider the investment objectives, risks and expenses of mutual funds before investing; this is contained in each fund's prospectus. Carefully review the mutual fund prospectus(es) prior to investing. To request a prospectus, call 1-855-PNC-INVEST.
12b-1 fees are fees paid by the fund out of fund assets to cover distribution expenses and sometimes shareholder service expenses.
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.
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.
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