|
|
|
 
|
|
Fund
Name |
Initial
Sales Charge |
Deferred
Sales Charge |
Volume
Sales Charge |
“F”
Series |
| Excel
Income and Growth Fund |
EXL
107 |
EXL
207 |
EXL
307 |
EXL
607 |
| Minimum
Initial Investment |
$500.00 |
$500.00 |
$5,000.00 |
$2,500.00
|
| Minimum
Subsequent Investment |
$50.00 |
$50.00 |
$50.00 |
$1,000.00
|
| Commission |
0%-5% |
5% |
2% |
N/A |
| Trailer |
1% |
0.50% |
0.75% |
N/A |
| Payout |
n/a |
7
Years |
3
Years |
N/A |
|
|
|
| |
 Return
to Mutual Funds
|
|
|
|
