Sentences with phrase «load funds»

Your broker is not acting in your best interest when they put clients into loaded funds with high expense ratios.

Instead, you must load funds into a prepaid debit card prior to using it, and you can not use more money than is available on the card.

For load funds, there's no additional fee other than what is charged by the mutual fund company.

Many back - end load funds have loads which decrease over time.

We don't collect loads, buy load funds for our clients, or charge any hidden fees.

Fees on load funds go to pay the investor or fund manager who does research and makes investing decisions on the client's behalf.

Instead, you pay in advance to load funds onto a prepaid card, and then use the money you have loaded onto the card.

By the way, I have no problem with load funds offering their funds to discount brokers without trailers.

This arrangement removed any conflict of interest, but it was a headache in practice because your adviser couldn't sell you the no - load funds directly.

However, even no - load funds charge ongoing expenses to pay for day - to - day fund management.

But if you invest through a discount brokerage, you may be able to purchase a stellar load fund without paying a sales charge or transaction fee.

No - load fund investors pay no sales commission.

No load and low load funds make this less expensive than buying individual stocks and you also have the benefit of professional management by an expert in each sector.

Load funds through direct deposit or a third - party money transfer services with no minimum balance requirement.

There is little to no evidence that shows a correlation between load funds and superior performance.

There are plenty of low - cost, no - load funds out there with above - average returns and managers with long - term track records.

Many no - load funds formerly offered low minimums (sometimes just $ 100) to entice new investors.

The level load fund will remain the same for as long as the mutual fund is owned.

Many studies show load funds often do not perform better than their no - load counterparts.

So, my guess is that in the retirement account, he want with some of the no - load funds because he couldn't justify the large sales load as a fiduciary.

Load funds require the investor to pay a commission to the broker, either at the time of purchase or at the time of redemption.

A deferred load fund is a mutual fund series that has no commission to purchase but is subject to a fund company charge upon redemption.

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

We are not talking about load vs no - load funds here.

Many people are not prepared for the fees they incur when they sell a back - end loaded fund.

We are fee - only advisors, meaning we charge you directly for our advisory services and do not make commissions on load funds or on the trades we make.

Instead, you must load funds into a prepaid debit card prior to using it, and you can not use more money than is available on the card.

Luckily, there are many high - quality no - load funds with low expense ratios for investors to consider.

Low Load Fund - This is the specific charge on a given sales by company that is an open - end investment firm.

And third, even for purchases outside retirement plans, load funds offer significant load fee discounts for large investors.

There are thousands of fine no - load funds available.

This particular type of load fund became very popular during the mid-1980s.

This $ 5.9 billion no - load fund sports a competitive 0.64 % expense ratio and 25 % turnover.

I hate to burst somebody's buble, but buying a no - load fund does not guarantee you will have a higher return.

Brokers sell load funds, period.

«Front loading the funding for schools in pre-k right through fourth grade,» Hogan said.

Government Street Mid-Cap Fund (GVMCX) is a true no - load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Front loaded funds inhibit your ability to capture this potential reblancing return premium.