We are not talking about load vs no -
load funds here.
Not exact matches
The schedule for a specific
load fund may vary, perhaps significantly, from the general description shown
here.
A caveat
here in the history of such an initiative more than two decades ago: The California New Teacher Project, which
funded reduced class
loads and extensive mentoring for rookie teachers, resulted in improved performance of both students and teachers, but that success did not continue when the efforts did not take hold in a systemic way.
The main point that I am trying to drive
here is the decision of whether should I invest in an ELSS or other equity
funds OR should I invest in a retirement
fund for the purpose of «RETIREMENT» can not be made just on the basis of just comparing the features of the 2 plans like exit
load, lock in period.
To read the
fund's prospectus or to obtain the
fund's performance to the most recent quarter, SEC 30 - day yield information, any sales charges, maximum sales charges,
loads, fees, total annual operating expense ratio, gross of any fee waivers or expense reimbursements as stated in the feed table, please visit the firms webpage
here.
Filed Under: Daily Investing Tip Tagged With: Investing, mutual
funds, no
load mutual
funds Editorial Disclaimer: Opinions expressed
here are author's alone, not those of any bank, credit card issuer, airlines or hotel chain, or other advertiser and have not been reviewed, approved or otherwise endorsed by any of these entities.
So if you're buying
loaded mutual
funds for whatever reason, and every time you invest $ 1 you pay five cents in sales
load commission, then just input 5 %
here.
Here mutual
funds with front - end
loads are bought at NAV (Net Asset Value, or in English, the initial sales charges on A-shares are waived so the investor doesn't pay them).
There is an ETF and mutual
fund recommendation for each of the 22 asset classes we work with, times five ways of managing money: Fee - Based, load mutual funds, no - load mutual funds, index funds (only 15 here, and then because of yet another Morningstar failure, and lack of interest, Index funds are not screened and Index Fund Models are not maintained anymo
fund recommendation for each of the 22 asset classes we work with, times five ways of managing money: Fee - Based,
load mutual
funds, no -
load mutual
funds, index
funds (only 15
here, and then because of yet another Morningstar failure, and lack of interest, Index
funds are not screened and Index
Fund Models are not maintained anymo
Fund Models are not maintained anymore).
Most of the segment's action is in
load funds, and while normally I'd leave you
here, you may want to make exceptions.