Sentences with phrase «certain load funds»

As professional advisors, we're sometimes able to buy certain load funds with the load waived for our clients.

Not exact matches

It suggested a Schooling Resource Standard (SRS) to be used as a basis for the funding formula which would ensure a basic amount of funding for each student, and loadings for certain types of disadvantage.

You might also want to get a backup card, which could be another credit card or a prepaid debit card loaded with a certain amount of funds (and NOT tied to your bank account!).

In addition to the fees described above (except for margin rates, futures commissions, paper statement fees, and alternative investment fees that are not applicable to these types of ERISA plan accounts), E * TRADE may also receive direct compensation in the form of sales loads for the purchase and sale of certain mutual fund shares purchased for the plan.

A back - end load, also called a deferred sales charge, is charged if the fund shares are sold within a certain time frame after first purchasing them.

Also termed a back - end or rear - load, a sales charge or exit fee imposed on certain Transamerica Funds share classes sold within a specified period.

In such a fund you pay the a back - end load if you sell a fund within a certain time frame.

Note that certain very limited back - end loads can sometimes be beneficial to you, but only if they expire quickly and are designed to prevent costly active trading in and out of the fund by other investors who exploit buy and hold investors.

Each share class represents an interest in the same assets of the Funds, has the same rights and is identical in all material respects except that (i) each class of shares may be subject to different (or no) sales loads, (ii) each class of shares may bear different (or no) distribution fees; (iii) each class of shares may have different shareholder features, such as minimum investment amounts; (iv) certain other class - specific expenses will be borne solely by the class to which such expenses are attributable, including transfer agent fees attributable to a specific class of shares, printing and postage expenses related to preparing and distributing materials to current shareholders of a specific class, registration fees paid by a specific class of shares, the expenses of administrative personnel and services required to support the shareholders of a specific class, litigation or other legal expenses relating to a class of shares, Trustees» fees or expenses paid as a result of issues relating to a specific class of shares and accounting fees and expenses relating to a specific class of shares and (v) each class has exclusive voting rights with respect to matters relating to its own distribution arrangements.

And I feel fairly certain he'd hire a «financial planner» who would come in and convert all my low cost index funds and CDs to front load mutual funds.

Then welcome to the DSC, also called a back - end load, where you're charged a hefty fee for selling your fund before a certain number of years, usually 6 - 7.

The conditions requested by the SEC were designed to address certain abuses perceived to be associated with funds of funds, including unnecessary costs (such as sales loads, advisory fees and administrative costs), and undue influence by the fund of funds over the underlying fund.

While I would always recommend against A shares (front - end load), if the fund's fees are set up so that back - end loads are waived if you hold for a certain period of time, you'd be better off going with the lower expense ratio and still not having to ever pay the load.

The conditions requested by the SEC were designed to address certain abuses perceived to be associated with funds of funds, including unnecessary costs (such as sales loads, advisory fees and administrative costs), and undue influence by a fund of funds over the underlying fund.

When accessing the cryptocurrency debit card's user interface the screen gives an option to load a certain amount of funds to the card.

So, I thought about doing brackets for certain investment levels ($ 50k, 100 k, 200 k) and then adding a load factor for their % of the total fund but these are all just guesses and arbitrary.