Sentences with phrase «sale charges»
"Sale charges" refers to the additional fees or costs associated with making a purchase. It could include expenses such as shipping fees, taxes, or any other charges on top of the original price of the item being sold. Full definition
Cut your losses and move on: I have illustrated a few different ways to minimize the hit of deferred sales charges.
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It includes the maximum initial sales charge, if any.
Each fund may have different kinds of sales charges such as front - end load, back - end load, or no load.
The cost may be adjusted for any applicable sales charges or transaction fees.
Many mutual funds that are sold with sales charges offer discounts if you are investing larger amounts of money.
Another method to reduce sales charges for class A shares and class M shares is by using a letter of intent.
The surrender charge is similar to a back end sales charge on mutual funds.
A short document explaining the fund's goal, investments and risks, as well as sales charges, fees and expenses.
As a result, they introduced multiple share classes giving investors several options for paying sales charges.
If sales charges were reflected the performance shown would have been lower.
A front - end load is a commission or sales charge applied at the time of the initial purchase for an investment, usually with mutual funds and insurance policy purchases.
A substantial front sales charge coupled with a steep initial investment do not add to the fund's appeal.
If you're buying a mutual fund, for example, there's usually an upfront sales charge in addition to the trade fee.
Low costs, including both low annual costs (management fees, administrative fees, and fund loads) and low sales charges.
Returns do not include sales charges or the effect of any taxes.
Unless otherwise noted, performance is shown before sales charge.
Your 401k might seem like a free investment because you probably don't pay upfront sales charges to invest in a fund — but your plan carries a cost.
Read about the many different kinds of fees and sales charges mutual fund companies can use to generate revenue from those who invest in their shares.
Lower front - end loads are found in bond mutual funds, annuities and life insurance policies, while higher sales charges are assessed for equity - based mutual funds.
Finally, the fund's substantial sales charge does not add to its appeal.
Look to the commissions paid advisers who sell funds to understand why the deferred sales charge option persists.
The only good thing about sales charges is that investors only pay them once.
The following tables show how sales charges of class A shares vary across funds based on investment levels.
That something is commission load sales charge on mutual funds.
Moreover, their bank advisor had sold them the funds with a deferred sales charge which is another black mark / scam in my opinion.
Make sure you understand sales charges, surrender charges and other parts of your life insurance policy.
If you are investing larger amounts of money, many mutual funds that are sold with sales charges offer discounts.
Each series offers different investment options, each with its own sales charges, fees and expense structure.
Load Fund — The load fun refers to the cost related on the assessment of any given sales charge or a commission on a specific transaction.
But I would be inclined to move it all to cash now, assuming there aren't deferred sales charges attached to the mutual funds.
Are the any opinions on financial planners / brokers who collect a commission / sales charge vs. hourly rate?
Sales charges primarily compensate financial advisors for the services they provide.
Fees associated with a mutual fund comprise the aforementioned sales charges as well as other transaction fees, account fees and fund expenses.
Many funds also carry a «load», which is a one - time sales charge or commission.
Although the clients paid nothing initially, they were subject to a declining sales charge for any redemption in years 1 through 7.
These costs are recovered from a mutual fund's investors either through sales charges or operation expenses.
But when investing in a mutual fund, you could pay a huge sales charge and stiff operating expenses, and in return be rewarded with negative returns.
Fund with deferred sales charges take away a portion of the investor's money when the fund is sold.
The initial sales charges differ from class A shares and also vary across types of funds, as shown in the tables below.
This is in stark contrast to the shares in an open - ended fund, which typically trades at net asset value and may also be subject to significant sales charges in some instances.
At the start, the money value is very low because most of the initial top quality goes towards sales charges and broker's commissions.
Please see each fund's prospectus for the applicable sales charge.
It includes the maximum initial sales charge, if any.
For example, when you pay a front end sales load, your initial invested assets are lower by the amount of the front end sales charge.
The performance shown does not include the effects of sales charges.
If sales charges had been included, the performance shown would have been lower.