Mutual Funds

No-Load and Loaded Mutual Funds

Why are tax-cost ratios important to our understanding of mutual fund expense loads?

You need to understand the taxable consequences of investing in mutual funds because after-tax returns for a particular fund reflect both tax effects and sales loads. It is very important to know what loads are being charged to enter a fund, and to redeem or sell shares of a fund.


This is a web preview of the "The Handy Investing Answer Book" app. Many features only work on your mobile device. If you like what you see, we hope you will consider buying. Get the App