Sentences with phrase «end load commissions»

You win because it didn't cost you any taxes or front - end load commissions to get the better lower - risk investment performance.

Not exact matches

A back - end load involves paying a fee when selling before a certain time period, but a front - end load requires the payment of an upfront commission.

A few advisers try to tack on a «front - end load,» or up - front sales commission, when you purchase a mutual fund, although this is becoming increasingly rare.

Front - end loads are paid to investment intermediaries, such as financial planners, brokers and investment advisors, as sales commissions; as such, these sales charges are not part of a mutual fund's operating expenses.

Front - end and back - end loads are not part of a mutual fund's operating expenses and are typically paid out to the selling broker and the broker - dealer as a commission.

* 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, thereafter.

For funds that are purchased under the Low Sales Charge 2 (LSC2) option, once securities acquired under this purchase option are held for periods greater than 4 years, the maximum annual trail commission rate that can be paid to your dealer may automatically increase to the maximum annual trail commission rate payable under the front - end load option for the same fund.

The savings can be considerable compared to traditional A-series funds, which typically include trailing commissions of 1 % and sometimes include front - end loads (an additional commission taken off your initial investment).

Front - End Load — This is a commission or sales fee that you pay upon making the initial investment.

This will automatically be reduced by whatever initial front - end load and / or sales commissions are paid, but only if you input «Y» to the switch in cell B13.

We don't make a dime from hidden fees, retainers, brokerage commissions, hourly charges, front - end loads, back - end loads, level loads, or anything else.

This is the type of mutual fund where you pay an initial front - end load / sales charge / commission every time you contribute money to the mutual fund.

If you're using the A-share sheets, you'll need to first adjust them for front - end loads / commission deductions (by deducting the sales charges / commissions from the before inputting).

Also on the A-share and Brokerage Calculation sheets, if you use the annual contribution manual overrides, don't forget to deduct any front - end loads or commissions, and input the net figures, because there is no way to automatically account for them there.

Input the percentage amount of money subtracted from all contributions (A-share front - end loads and / or sales charges / commissions) into cell B47.

Front - end loads and initial commissions will be deducted from them automatically in the A-share and Brokerage Calculation sheets, but only if you input «Y» in cell B13.

Back - End Load — This is a commission or sales fee that is incurred upon the sale of your investment.

You can ignore the Fee - Based and All Load Models, because you would have to pay the front - end commission / loads.

Some are no - load funds, but nearly a third, have substantial front - end loads... Others entail the payment of a standard brokerage commission.»

If there are no surrender fees on your existing product, then you could get a much better - performing product without paying any sales commissions / front - end loads, back - end loads, or taxes.

The only other type of «investment product» that returns such poor investment performance; while sucking your money away like cancer running a vacuum cleaner - with their never ending parade of loads, commissions, fees, expenses, and charges - is whole life insurance.

This is the type of mutual fund where you'd pay a front - end load / sales charge / commission every time you contribute money to the fund.

This is because you don't pay any initial front - end loads / commissions when buying the better product.

• Then there's the usual parade of front - end loads, commissions, usury 12b - 1 fees on B - and C - shares, this that and the other.

It's a variable product that will suit your needs better, will obtain better investment performance, all with NO front - or back - end loads or commissions.

All of the front - end load and part of the expense ratio was a commission back to his advisor.

• Five all Front - end Loaded Mutual Fund Models for investment advisers working on a commission basis.

This variable annuity product has no front - end loads so you'll pay no commissions / sales charges / loads to buy it initially.

These money calculators also show all of the mutual fund and brokerage account loads / commissions / fees / tickets / expenses as an annual percentage of both the money invested, and also the end - of - year market values.

The Net Load Peak Energy Bill would require the CPUC and the California Energy Commission (CEC) to work with CAISO to set up, by the end of 2019, «policies or procedures» through which LSEs meet «net peak load» energy and reliability needs «while minimizing the use of fossil fuels and utilizing low - carbon technologies and electrical grid management strategies.&raLoad Peak Energy Bill would require the CPUC and the California Energy Commission (CEC) to work with CAISO to set up, by the end of 2019, «policies or procedures» through which LSEs meet «net peak load» energy and reliability needs «while minimizing the use of fossil fuels and utilizing low - carbon technologies and electrical grid management strategies.&raload» energy and reliability needs «while minimizing the use of fossil fuels and utilizing low - carbon technologies and electrical grid management strategies.»

If the applicant needs to have a medical done to qualify for the policy it costs the life insurance company money... and of course there is the agents commission... that can be quite a load on the front end of an insurance premium.