Sentences with phrase «deferred load fund»

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.

Many advisers sell mutual funds with deferred sales charges (also called DSCs, or «back - end loads»).

Load fund: A mutual fund that either sells shares through an underwriter or broker / dealer and charges either an up - front or deferred sales charge, or sells the shares directly but charges more than.25 % in 12b - 1 charges per year.

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

OTOH Once you've maxed out the tax deferred savings, or if you need to set aside money for large purchase with a big time horizon that is short of retirement age, then making regular monthly investments in a no - load index fund with a quality company is a great way to go as you will be taking advantage of Dollar Cost Averaging, and a good deal of diversity, which is a great way to put money into the market.

Along with the MER, there may also be front - load fees (commission charged when buying units of the fund) and deferred sales charges (costs when selling the units).

Costs associated with mutual funds but not included in operating expenses are loads, contingent deferred sales charges (CDSC) and redemption fees, which, if they apply, are paid directly by fund investors.

* As stated in the prospectus (pdf) dated 5/1/2018 ** Pursuant to an operating expense limitation agreement between Heartland Advisors and Heartland Group, Inc., on behalf of the Fund, Heartland Advisors has agreed to waive its management fees and / or pay expenses of the Fund to ensure that the Fund's total annual fund operating expenses (excluding front - end or contingent deferred sales loads, taxes, leverage, interest, brokerage commissions, expenses incurred in connection with any merger or reorganization, dividends or interest expenses on short positions, acquired fund fees and expenses, or extraordinary expenses) do not exceed 1.25 % of the Fund's average daily net assets for the Investor Class Shares and 0.99 % for the Institutional Class Shares through at least May 1, 2019, and subject to annual re-approval of the agreement by the Board of Directors, thereafFund, Heartland Advisors has agreed to waive its management fees and / or pay expenses of the Fund to ensure that the Fund's total annual fund operating expenses (excluding front - end or contingent deferred sales loads, taxes, leverage, interest, brokerage commissions, expenses incurred in connection with any merger or reorganization, dividends or interest expenses on short positions, acquired fund fees and expenses, or extraordinary expenses) do not exceed 1.25 % of the Fund's average daily net assets for the Investor Class Shares and 0.99 % for the Institutional Class Shares through at least May 1, 2019, and subject to annual re-approval of the agreement by the Board of Directors, thereafFund to ensure that the Fund's total annual fund operating expenses (excluding front - end or contingent deferred sales loads, taxes, leverage, interest, brokerage commissions, expenses incurred in connection with any merger or reorganization, dividends or interest expenses on short positions, acquired fund fees and expenses, or extraordinary expenses) do not exceed 1.25 % of the Fund's average daily net assets for the Investor Class Shares and 0.99 % for the Institutional Class Shares through at least May 1, 2019, and subject to annual re-approval of the agreement by the Board of Directors, thereafFund's total annual fund operating expenses (excluding front - end or contingent deferred sales loads, taxes, leverage, interest, brokerage commissions, expenses incurred in connection with any merger or reorganization, dividends or interest expenses on short positions, acquired fund fees and expenses, or extraordinary expenses) do not exceed 1.25 % of the Fund's average daily net assets for the Investor Class Shares and 0.99 % for the Institutional Class Shares through at least May 1, 2019, and subject to annual re-approval of the agreement by the Board of Directors, thereaffund operating expenses (excluding front - end or contingent deferred sales loads, taxes, leverage, interest, brokerage commissions, expenses incurred in connection with any merger or reorganization, dividends or interest expenses on short positions, acquired fund fees and expenses, or extraordinary expenses) do not exceed 1.25 % of the Fund's average daily net assets for the Investor Class Shares and 0.99 % for the Institutional Class Shares through at least May 1, 2019, and subject to annual re-approval of the agreement by the Board of Directors, thereaffund fees and expenses, or extraordinary expenses) do not exceed 1.25 % of the Fund's average daily net assets for the Investor Class Shares and 0.99 % for the Institutional Class Shares through at least May 1, 2019, and subject to annual re-approval of the agreement by the Board of Directors, thereafFund's average daily net assets for the Investor Class Shares and 0.99 % for the Institutional Class Shares through at least May 1, 2019, and subject to annual re-approval of the agreement by the Board of Directors, thereafter.

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.

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.

And they would learn that it's silly to pay a deferred sales load on a mutual fund that you may end up selling.

I googled it found that «A contingent deferred sales charge (CDSC) is a fee (sales charge or load) that mutual fund investors pay when selling Class - B fund shares within a specified number of years of the date on which they were originally purchased.

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).

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.»

Most funds indicated they could quickly clear backlogs once services resumed, and we deferred USM and other production runs during January to help with this processing peak load.

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.

Unlike a deferred sales load, a redemption fee is paid to the fund (not to a Stockbroker) and is typically used to defray fund costs associated with a shareholder's redemption.

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).

Home Term Life Insurance Quotes Buy Term Life Insurance Online Term Life Insurance Price Explained Instant Term Life Ins Quotes Term Life Insurance Price Term Life Insurance No Exam Term Life Term Insurance Rate Term Insurance Policy Premium Term Life Ins Quote Cheapest Term Life Insurance Instant Term Insurance Term Life Insurance Guide Accidental Death Benefit Affordable Life Insurance Quote Best Life Insurance Quote Compare Term Life Insurance Quotes Deferred Annuities Disability Insurance Mutual Funds Mortgage Insurance Business Life Insurance Limited Liability Companies Long Term Care Life Insurance Quote Online Whole Life Insurance Cheap Life Insurance Online Insurance Quotes Term Insurance No Exam Life Insurance Online Life Insurance Whole Life Insurance Quote Term Life Insurance Rates Low Cost Life Insurance No Load Life Insurance Burial Insurance