Re: Exchange

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In Reply to: Exchange posted by William H. Courtney on November 17, 2001 at 12:50:25:

: Hi Mark,

: Paine Webber gave me a problem I can't figure out. They exchanged some of my mutual funds shares from class B into class A because the time has ran out for the redemption charge. Now I have both types. Any suggestions on a fix.

: Thanks.

: Bill Courtney

Hi Bill,
If the price is different, then you could sell your class B shares,
and purchase class A shares in a different investment. If the price is
the same, and you don't care about tracking them separately, you could keep
them in the existing investment.

Thanks,
Mark
--
Mark Beiley

Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP
/XP

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