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申博菲律宾app Wealth Tracker

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  • Better understand the companies you're invested in by accessing 申博菲律宾app's nationally recognized research and investment insights
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Other Compensation Received by 申博菲律宾app and 申博菲律宾app Independent Advisors


The following provides information about payments received by 申博菲律宾app (as well as its affiliates, including 申博菲律宾app Independent Advisors, hereafter referred to as “申博菲律宾app”) from investment advisers, distributors, or sponsors of investment products (“product sponsors”) as compensation for 申博菲律宾app’s efforts in marketing and selling such products. These payments, which are commonly referred to as “revenue sharing” or “marketing support” payments, are paid by the product sponsors from their own resources and are not expenses of the products themselves or otherwise paid by clients or investors in the products. 申博菲律宾app’s receipt of revenue sharing or marketing support payments presents a conflict of interest in that it gives 申博菲律宾app an incentive to market, offer, promote, and sell products for which 申博菲律宾app receives these payments over other products. 申慱sunbet手机版 Advisors do not receive any portion of the revenue sharing or marketing support payments that are made to 申博菲律宾app. For more detailed information, please contact your 申慱sunbet手机版 Advisor.

Product sponsors of the mutual fund families below paid approximately $4.5 million in aggregate to 申博菲律宾app in 2023 in the form of marketing support or revenue sharing payments. The amounts paid by these sponsors generally range between 0.02% and 0.08% of qualifying client assets in those funds per year, and/or 0.03% to 0.15% of gross sales in those funds per year. The fund families below are listed in order from highest to lowest amounts paid to 申博菲律宾app over the 2023 calendar year.

American Funds
Franklin Templeton
Putnam
Dreyfus
PIMCO
Hartford
Wells Fargo
John Hancock
Pacific Life

Please see the prospectuses or statements of additional information for these fund families for more information.