Sentences with phrase «as deferred sales charges»

Back - end loads — also known as deferred sales charges, or DSC — may sound appealing because they avoid upfront costs.

Instead, they may charge a fee when you withdraw money from an investment option, known as a deferred sales charge or «back - end load.»

You should also find out if there are any fees to be paid if you decide to pull out your funds early, this is referred to as a deferred sales charge.

Not exact matches

This transaction charge is also known as a deferred sales change back - end load, or a redemption fee.

But they feel hampered by onerous deferred sales charges (DSCs) as well as capital gains taxes in their non-registered accounts.

Instead of a front - end load, you may pay a back - end load, also known as a contingent deferred sales charge.

As painful as it is, sometimes you need to cut your losses, pay the deferred sales charges and move to a new brokeragAs painful as it is, sometimes you need to cut your losses, pay the deferred sales charges and move to a new brokeragas it is, sometimes you need to cut your losses, pay the deferred sales charges and move to a new brokerage.

But the new regulations from the Canadian Securities Administrators (CSA) will mandate new «Fund Fact» sheets that also include a clear explanation of the risks investors are taking on when they invest, as well as a clear breakdown of initial and deferred sales charge options in both percentage and dollar terms.

Perhaps no investment product is more maligned than mutual funds with deferred sales charges (DSCs), also known as back - end loads.

No load funds are just as they sound, there is no up - front commission paid to the advisor, and there is no deferred sales charge upon selling the funds.

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).

In addition to the MERs, mutual funds may also have additional fees tacked on when buying or selling the funds (known as front - load or deferred sales charge fees).

Going forward, the investor will need to contact the remaining mutual fund companies at the beginning of each year to determine what amount they can sell from the funds without incurring any deferred sales charges, and make the necessary trades (the proceeds can then be used to purchase the iShares DEX Universe Bond Index Fund (XBB) as originally planned).

You also avoid the mistake of using high - priced investments that lock you in, such as high - fee Deferred Sales Charge (DSC) mutual funds.

As the example above illustrates, with a little ingenuity, you can begin to reduce your fees considerably without incurring the dreaded deferred sales charge.

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.»

Any charges, such as investment sales charges or commissions or annual account fees, within the tax - deferred account are not reflected in the above illustration.

Deferred Sales Charge (DSC): Often referred to as a redemption charge, this is a fee that is applied to withdrawals (redemptions) that occur during a specified Deferred Sales Charge pCharge (DSC): Often referred to as a redemption charge, this is a fee that is applied to withdrawals (redemptions) that occur during a specified Deferred Sales Charge pcharge, this is a fee that is applied to withdrawals (redemptions) that occur during a specified Deferred Sales Charge pCharge period.

The proceeds, which are equal to number of shares times NAV less any applicable deferred sales charges or redemption fees, will be sent by mail to the address designated on your account or sent electronically, via ACH or wire, directly to your existing account in a bank or brokerage firm in the United States as designated on our application.

If those funds you mentioned were sold on a DSC basis (deferred sales charge) then you can get hit with as much as a 5.5 % redemption fee which would be well over $ 10,000 in your case.

A deferred sales charge (DSC) is commonly referred to as a «back - end load.»

It is also referred to as a redemption fee or contingent deferred sales charge.

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.

You may have to pay a setup charge to help the resident manager move in, as well as a small percentage of your home sale price, which can be deferred until closing, according to the International Risk Management Institute.