# [Series 65] 27, Mutual Fund Structure and and Share Classes

Page: https://stenobird.com/podcast/open-exam-prep-7140559/series-65-27-mutual-fund-structure-and-and-share-classes
Text version: https://stenobird.com/podcast/open-exam-prep-7140559/series-65-27-mutual-fund-structure-and-and-share-classes.md
Podcast: [Open Exam Prep](https://stenobird.com/podcast/open-exam-prep-7140559)
Published: 2026-04-20T01:01:53+00:00
Episode link: https://open-exam-prep.captivate.fm/episode/series-65-27-mutual-fund-structure-and-and-share-classes
Audio file: https://episodes.captivate.fm/episode/502aa4bb-9931-4a61-892e-42c0384b6c89.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/open-exam-prep-7140559/episodes/series-65-27-mutual-fund-structure-and-and-share-classes
Duration seconds: 212

## Resource

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - How to calculate a mutual fund's Net Asset Value (NAV) per share. - The characteristics of Class A shares, including front-end loads and breakpoint discounts. - The features of Class B shares, such as Contingent Deferred Sales Charges (CDSCs). - The structure of Class C shares with their level-load 12b-1 fees. - How to determine the suitability of each share class for different investor profiles and time horizons. For more free exam prep tools, practice questions, and AI-powered explanations, visit https://open-exam-prep.com/ or YouTube Channel: https://www.youtube.com/@Open-exam-prep

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/open-exam-prep-7140559/episodes/series-65-27-mutual-fund-structure-and-and-share-classes/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/open-exam-prep-7140559/series-65-27-mutual-fund-structure-and-and-share-classes.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.