Sentences with phrase «deferred sales charge options»

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.

If an investor chooses a deferred sales charge option, the mutual fund company that manages and administers the funds deducts what is called a deferred sales charge from the value of units sold if they are sold within a certain number of years (which varies according to the fund type and company).

Look to the commissions paid advisers who sell funds to understand why the deferred sales charge option persists.

Not exact matches

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

Class B share returns reflect the applicable contingent deferred sales charge (CDSC), which is 5 % in the first year, declining to 1 % in the sixth year, and is eliminated thereafter (except for the Putnam Absolute Return 100 and Putnam Fixed Income Absolute Return options, which is 1 % in the first year, declining to 0.5 % in the second year, and is eliminated thereafter).