| Online Mutual Fund Transactions |
| No Load, Low Load Funds | $19.95 Per Transaction |
| No Load, No Transaction Fee Funds1 | No Transaction Fee |
| No Load Exchange | $19.95 Per Transaction |
| No Load Short Term Redemption Fee | $50.00 Per Transaction |
| Load Funds2 | Refer to Fund Prospectus |
| Minimum Purchase3 (Fees may apply) | $300 Per Transaction |
| Assisted Mutual Fund Transactions |
| No-Load, Low Load Funds | Online Rate + $25.00 |
| Load Funds2 | Refer to Fund Prospectus |
| Minimum Purchase3 | $300 Per Transaction |
1 Eligible No Load, No Transaction Fee Fund offered by FundVest TM a registered trademark of Pershing, LLC. A minimum purchase amount of $1,000 for IRAs/$5,000 for Non-IRAs is required for No Load, No Transaction Fee Mutual Funds. Other fees may apply. Please review fund prospectus before making any investment decisions.
2 Mutual funds offered by prospectus only. Fund shares can be purchased or redeemed directly from the fund without paying transaction fees. Refer to the fund prospectus for sales charge information and to be advised of "break points" (reduced sales charges based on the size of a purchase and/or cumulative assets held in a fund family). If your trade is projected to cross a break point or if you want to provide a letter of intent to take advantage of anticipated break point sales charges you must contact Zions Direct at 1-800-524-8875.
3 All mutual fund purchases are subject to the greater of Zions Direct $300 minimum purchase or the fund minimum purchase amount. Please refer to fund prospectus for minimum purchase amount.
Effective January 1, 2007. Commissions and fees subject to change without notice.
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