Sentences with phrase «deferred sales charge for»

Class C shares have no up - front sales charge and do have a 1 % Contingent Deferred Sales Charge for 12 months.

Because there are CDSC's — contingent deferred sales charges for getting out of B shares.

They charge you deferred sales charges for upto 7 years!

Not exact matches

This is for mutual funds with share classes decided when shareholders pay the fund's load or sales charge, Class - B shares carry a deferred sales charge during a five - to 10 - year holding period intended from the time of the initial investment.

Class B share returns reflect the applicable contingent deferred sales charge (CDSC), which is 5 % in the first year, declining to 1 % in the sixth year, and is eliminated thereafter (except for Putnam Floating Rate Income Fund, Putnam Absolute Return 100 Fund, Putnam Fixed Income Absolute Return Fund, and Putnam Short - Term Municipal Income Fund, which is 1 % in the first year, declining to 0.5 % in the second year, and is eliminated thereafter).

For example, he might put your wife into high MER mutual funds or ones with deferred sales charges that generate a nice payout for him upfroFor example, he might put your wife into high MER mutual funds or ones with deferred sales charges that generate a nice payout for him upfrofor him upfront.

Neither do the scorecards account for the corrosive front - end loads and deferred sales charges levied by many active funds.

Class B share returns reflect the applicable contingent deferred sales charge (CDSC), which is 5 % in the first year, declining to 1 % in the sixth year, and is eliminated thereafter (except for Putnam Floating Rate Income Fund, Putnam Absolute Return 100 Fund and 300 Fund, and Putnam Short - Term Municipal Income Fund, which is 1 % in the first year, declining to 0.5 % in the second year, and is eliminated thereafter).

To reduce the fees you pay when redeeming units of a fund, we will first redeem units for which a deferred sales charge either is not applicable or is no longer applicable.

For funds with contingent deferred sales charges, it is the amount from redemption reduced by any such charges.

For mutual Fund Class C shares the maximum offering price (MOP) returns take into the account the contingent deferred sales charge (CDSC).

Ask your current advisor for a schedule of all the deferred sales charges that would kick in if your sold your funds, as well as the maturity dates (after which no DSCs would apply).

If you're planning on leaving one advisor for another, it might not make sense to eat those deferred sales charges.

For purchases of Class A and Investor Class shares of each MainStay Fund made without an initial sales charge on or after August 1, 2017, a contingent deferred sales charge of 1.00 % may be imposed on certain redemptions made within 18 months of the date of purchase.

Class B share returns reflect the applicable contingent deferred sales charge (CDSC), which is 5 % in the first year, declining to 1 % in the sixth year, and is eliminated thereafter (except for Putnam Floating Rate Income Fund, Putnam Absolute Return 100 Fund, Putnam Fixed Income Absolute Return Fund, and Putnam Short - Term Municipal Income Fund, which is 1 % in the first year, declining to 0.5 % in the second year, and is eliminated thereafter).

It can take years to fully transition from one investing mindset to another: those with DSC (Deferred Sales Charge) mutual funds face the barrier of waiting for redemption schedules to wind down while tax considerations make it difficult to convert any non-registered portfolio to a couch potato portfolio.

Class B share returns reflect the applicable contingent deferred sales charge (CDSC), which is 5 % in the first year, declining to 1 % in the sixth year, and is eliminated thereafter (except for Putnam Floating Rate Income Fund, which is 3 % in the first year, declining to 1 % in the fourth year, and is eliminated thereafter).

As for deferred sales charges, Morningstar states that these have fallen steeply out of favour in the top - ranking U.S., «with many fund companies shutting down the share classes that charged deferred loads.»

Further, the net annual distributions per unit may decrease over time because a portion of the securities included in the portfolio will be sold to pay for organization costs, deferred sales charges, the creation and development fee and other regular fees and expenses during the life of the portfolio.

Annualized Total Returns with sales charge reflect deduction of current maximum initial sales charge of 5.75 % for Class A shares of equity funds and alternative funds (except alternatives funds that invest primarily in fixed income instruments), and 4.25 % for Class A shares of fixed income funds and alternative funds that primarily invest in fixed income instruments, and 2.50 % for Class A shares of short - term fixed income funds and applicable contingent deferred sales charges (CDSC) for Class C shares.

These are also called redemption fees, back end loads, or deferred sales charges (DSC or DFSC or CDSC - the F stands for Fund and the first C stands for Contingent.

The biggest cost that you need to look out for when transferring your RRSP and changing your holdings is deferred sales charges (DSCs).

Class B share returns reflect the applicable contingent deferred sales charge (CDSC), which is 5 % in the first year, declining to 1 % in the sixth year, and is eliminated thereafter (except for the Putnam Absolute Return 100 and Putnam Fixed Income Absolute Return options, which is 1 % in the first year, declining to 0.5 % in the second year, and is eliminated thereafter).

This means that when mutual fund investors want to sell their fund shares, they sell them back to the fund, or to a broker acting for the fund, at their current NAV per share, minus any fees the fund may charge, such as deferred sales loads or redemption fees.

These are also called redemption fees, back end loads, or deferred sales charges (DSC or DFSC or CDSC - the F stands for Fund and the first C stands for Contingent).