Not exact matches
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not applicable or is no longer applicable.
R shares do
not have front - end or
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.
If you're planning on leaving one advisor for another, it might
not make sense to eat those
deferred sales charges.
All units of the Trimark Global Balanced Fund, Series A (AIM1773) are
not subject to
deferred sales charges, so will be sold immediately.
A lot of her money is tied up in mutual funds with
deferred sales charges, and she doesn't know whether to sell these all at once or gradually.
I don't like
deferred sales charges either — included in that mix is fixed annuities.
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.
Class A shares do
not have a
deferred sales charge (except on certain redemptions of shares bought without an initial
sales charge).
If a lot of thought hasn't gone into picking your funds,
deferred sales charges can really compound your problems if you need to make changes in your portfolio.