Sentences with phrase «of sales charges»

Performance shown above does not reflect the effects of any sales charges.

This is the most common type of sales charge and often the least expensive, and depending on the amount you invest, may be reduced or waived altogether.

In the current investing environment, the lion's share of the sales charge is paid to the investment company or life insurance carrier offering access to the investment.

Each fund may have different kinds of sales charges such as front - end load, back - end load, or no load.

Mutual fund fees consist of sales charges and internal management fees called expense ratios.

The difference between these prices typically equals the amount of the sales charge that the company is assessing on the purchase.

Investment in the 529 plan may result in assessment of a sales charge.

Performance shown does not reflect the effects of any sales charges.

This type of sales charge is also known as an acquisition fee or a front - end load.

Right now, a wide range of sales charges apply across funds available on broker - dealer platforms; hence, the need for a new share class to equalize them.

Sector fund investors should closely monitor what they pay in terms of sales charges and annual expenses for sector funds, which run higher than funds in more general categories.

What I don't think he realized was that his $ 40,000 investment started at $ 37,700 because of this sales charge - so he was already investing at a disadvantage.

Class F share star ratings do not include the effect of sales charges which would lower performance.

It speaks to the power of their sales & marketing teams, and the corrupting lure of sales charges for advisers / brokers.

Donations made annually by National Bank representing a percentage of sales charged to the card over a period of 12 months by all Allure card holders.

Highly rated funds are defined as those funds that have a 4 - or 5 - star Morningstar rating.For each fund with at least a three - year history, Morningstar calculates a Morningstar Rating ™ based on a Morningstar Risk - Adjusted Return measure that accounts for variation in a fund's monthly performance (including the effects of sales charges, loads and redemption fees), placing more emphasis on downward variations and rewarding consistent performance.

The performance at NAV does not reflect the impact of sales charges.

For each fund with at least a three - year history, Morningstar calculates a Morningstar Rating ™ based on a Morningstar Risk - Adjusted Return measure that accounts for variation in a fund's monthly performance (including the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance.

For each fund with at least a three - year history, Morningstar calculates a Morningstar Ratingä based on a Morningstar Risk - Adjusted Return measure that accounts for variation in a fund's monthly performance (including the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance.

Surrender Charge — A type of sales charge you must pay if you sell or withdraw money from a variable annuity during the «surrender period» — a set period of time that typically lasts six to eight years after you purchase the annuity.

Taking the hit on this type of sales charge is usually worth it if you've decided to manage your own money using a discount brokerage — it clears the slate and lets you construct a low - cost portfolio.

‡ Lipper is an industry research firm whose rankings are based on total return performance, vary over time, and do not reflect the effects of sales charges.

The fine print stated the following: Rankings are based on total return and do not include the effects of sales charges The rankings were based on the funds» Class Z shares.

Performance shown does not reflect the effects of any sales charges.

The performance shown does not include the effects of sales charges.

For each fund with at least a three - year history, Morningstar calculates a Morningstar Rating based on a Morningstar risk - adjusted return measure that accounts for variation in a fund's monthly performance (including the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance.

For each fund with at least a three - year history, Morningstar calculates a Morningstar RatingTM based on a Morningstar Risk - Adjusted Return measure that accounts for variation in a fund's monthly performance (including the effects of sales charges, loads and redemption fees), placing more emphasis on downward variations and rewarding consistent performance.

A type of sales charge you must pay if you sell or withdraw money from an annuity during the «surrender period» — a set time, often lasting 10 or more years after you purchase the annuity.

For each fund with at least a three - year history, Morningstar calculates a Morningstar Rating based on a Morningstar Risk - Adjusted Return measure that accounts for variation in a fund's monthly performance (including the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance.

Performance figures are based on NAV (bid prices) provided by third - parties and don't include the effects of sales charges, if any.

For each retail mutual fund with at least a three - year history, Morningstar calculates a Morningstar Rating based on a Morningstar Risk - Adjusted Return measure that accounts for variation in a fund's monthly performance (including the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance.