Sentences with phrase «before loaded mutual fund»
Variable insurance products were not the rage before loaded mutual fund commissions dropped from 8.5 % to 5.5 % (and the whole limited partnership industry evaporated because of tax changes from TRA» 86).
http://www.toolsformoney.com/ Not exact matches
They typically perform worse than similar mutual funds that don't have a load, even BEFORE you factor in the extra cost.
Before investing, one should compare the annuity fee structure with regular no - load mutual funds.
For the existing investments, be aware of the exit loads, tax implications and applicability of lock - in period (if any) before you switch from Regular plans to Direct mutual fund plans.
When you purchase a mutual fund with a load, you're basically agreeing to handicap yourself by five percent before you even begin to run the investment race.
As a financial advisor I do advise my client to invest in mutual funds along with other options, but I also disclose up front before they invest a dime about the MER's and how they work; I also disclose the options of DSC and No - Load funds.