Mutual Funds

No-Load and Loaded Mutual Funds

Can a fund claim to be “no load,” and yet still charge a load to investors?

Yes. Mutual funds may claim in their marketing literature to be “no load,” and yet still charge up to one percent for a load. It is important to scrutinize all loads and fees associated with investing in any mutual fund, whether pre-tax or after-tax, as these fees and loads will greatly impact returns over time.


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