Sentences with phrase «deferred sales charge fees»

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).

DSC or deferred sales charge fees are expenses to avoid at all costs.

Not exact matches

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

But first, you need to be aware of deferred sales charges (DSCs)-- fees payable at the time you sell funds.

Like almost all his contemporaries, De Goey started out selling mutual funds with deferred sales charges, but later become one of the early adopters of the fee - based, no - commission business model.

The robo - adviser model solves this problem, because minimums are low (sometimes zero) and you get low - cost ETFs rather than funds with high fees and soul - destroying deferred sales charges.

Beware deferred sales charge (DSC) mutual funds, which may levy a fee of up to 5 % to sell the funds on transfer.

If there is a sale of Class B shares within the first few years of purchasing Class B shares, there will likely be a contingent deferred sales charge or load added to the transaction in addition to higher annual fees and expenses, further reducing your investment returns.

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

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).

This commission is either a front - end sales charge (a fee charged when mutual fund units are bought) or a deferred sales charge (a fee charged when mutual fund units are sold).

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.

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redeeming units of a fund, we will first redeem units for which a deferred sales charge either is not applicable or is no longer applicable.

Even though most investors» time horizons may be more than 5 - 7 years, there seems to be a correlation between high MER fees and mutual funds with deferred sales charges.

If they can't reduce the fees considerably, which may not be possible at a firm that recommends 2.9 % deferred sales charge mutual funds in the first place, it may be worth paying the DSC fee to move the money to a lower cost investment solution elsewhere.

The other issue is the approximately $ 5,000 in deferred sales charges (DSCs) that I would have to pay, when I switch over from my high - fee mutual funds.

Something else to be aware of are deferred sales charges, a back - end fee charged to mutual fund investors who redeem their investment prior to a set period of time.

In some cases, A-series funds can be subject to a deferred sales charge, in which case the trailer fee is lower.

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.

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.

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.

If you buy a mutual fund, some advisers still charge a DSC (deferred sales charge) where they get a fee up front.

The Deferred Sales Charge (DSC) fees on your investments are frustrating.

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.

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.

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.

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.

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

While these fees are higher than what I'm paying to manage my own portfolios, they are still much cheaper than owning mutual funds that charge 2 — 4 % of assets plus other annoying charges like deferred sales charges.

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).

The withdrawals are subject to contingent deferred sales charges and may also have additional fees defined by the contract.