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What's the difference between a load and no-load mutual fund?

Mutual Funds
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March 2018


Great question. Essentially any fund with a "Load" is one in which you will need to pay a sales charge to get in (A shares) or get out of (B shares in the first 7-8 years, or C shares within the first year.)

Different fund families have different loads for their funds and will sometimes give discounts to investors (or households) that invest over certain thresholds. All of this information can be found in the fund prospectus which should be reviewed before buying the fund.

A "No-Load" fund is one in which there is no load (or sales charge) to buy into or sell out of that fund.

Always do some research on the fund before making a purchase.

Best Regards,

Derek Notman

March 2018
March 2018
March 2018
March 2018