Load Fund
A load fund is a mutual fund that charges a sales commission in addition to its net asset value (NAV). This sales charge is the "load" part of a load fund.
Load fund
A mutual fund with shares sold at a price including a large sales charge -- typically 4% to 8% of
the net amount indicated. Some "no-load" funds have distribution fees permitted by article 12b-1 of the ...
No-load fund
A mutual fund that does not impose a sales commission.
Similar financial terms
Federal funds rate
The rate charged by the Federal Reserve to member banks when excess reserve loans are made from one bank to another.
No-load Fund
(1) A mutual fund which charges little or no commission (load charge) to the buyer of its shares. No sales organization is involved. The shares are sold directly to the public by the sponsoring firm.
No-Load Fund
A mutual fund in which no commissions are paid if the purchaser buys direct from the fund.
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load fund
Mutual fund, pension fund, managed savings scheme, etc. that charges its investors a sales or redemption fee (a load).
load fund
mutual fund that is sold for a sales charge by a brokerage firm or other sales representative. Such funds may be stock, bond, or commodity funds, with conservative or aggressive objectives.
The term refers to a mutual fund whose shares are sold without commission. In a no-load fund the shares are distributed directly by the investment company instead of through an agent.
BACK-END LOAD FUND - A mutual fund that charges investors a fee to sell (redeem) shares, often ranging ...
BACK-END QUALIFICATION - When qualifying a prospective buyer for financing, the ratio of the borrower's...
Load Fund: A mutual fund that charges a commission to purchase its shares.
Loan-To-Value Ratio (Real Estate): The ratio of the loan to the appraised value or purchase price of the property, whichever is less, expressed as a percentage.
Load Funds - A mutual fund that sells shares with a sales charge- typically 8 percent of the net amount indicated.
Load fund
Some mutual funds charge a load, or sales commission, when you buy or sell shares or, in some cases, each year you own the fund. The charge is generally figured as a percentage of your investment amount.
Load Fund A mutual fund, sold by a broker or a salesman that levies a sales charge up to 8.5 percent. The load is included in the price of the fund's shares.
Load fund: A mutual fund that either sells shares through an underwriter or broker/dealer and charges either an up-front or deferred sales charge, or sells the shares directly but charges more than .25% in 12b-1 charges per year.
Load Fund - Mutual fund that deducts a sales charge or "load" from the net asset value of shareholder investments.
No-load fund
An OEIC that imposes no initial charge on investors.
Nominal value
Under current UK law, companies must have a nominal or par value. The nominal value of most company shares is 25p.
no-load fund: a mutual fund that does not charge a fee for purchase or sale of shares.
No-load funds
Mutual funds that have no initial sales charge. Beware that some no-loads have other charges and expenses. The best measure of all fees and charges is the five year fee.
No-Load Funds: A mutual fund that does not charge a fee for buying or selling its units.
No-Load Fund
An open-end fund that does not impose a sales charge on customers who buy their shares.
Nominal Price ...
NO LOAD FUND " A mutual fund which charges no sales charge on the purchase of shares.
NOMINAL OWNER " See: Beneficial Owner, Street Name.
No-load fund: A mutual fund that does not charge a fee for buying or selling its shares.
Odd lot: Any number of securities that represents less than a board lot.
No Load Fund
A mutual find that is sold without a sales charge.
Notes Payable ...
no-load fund: A mutual fund in which no sales fee is charged to purchase shares.
nominal interest rate: Interest rate earned or paid, not adjusted for inflation.
No-load fund
This type of mutual fund does not charge sales commissions, but trailer fees are paid annually by the fund to the advisor, broker or dealer where you hold your funds.
Load fund A with sold at a price including a large -- typically 4% to 8% of the net amount indicated. Some "no-load" funds have distribution fees permitted by article 12b-1 of the Investment Company Act; these are typically 0. 25%.
Load Fund (business term)
Pure No-Load Fund (finance term)
Front-End Load (business term)
Breakpoint Sale (finance term) ...
Load Fund
A mutual fund that levies a sales charge up to 8.5%. There are various types of load funds including a front-end load where the fee is levied when buying shares; and a back-end load where the fee is charged when selling shares.
Load funds and no-load funds making similar investments tend to produce almost equivalent total returns over the long term - say ten years or more. But it can take an investor nearly that long to offset the higher cost of buying load funds.
Load funds-those that charge sales fees-are sold through brokers or other financial advisors. No-load funds, which don't charge sales fees (but may pass on other marketing expenses to shareholders through 12b-1 fees) are sold directly to investors.
NO LOAD FUND A fund that sells its shares directly to investors without a sales charge.
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no-load fund
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A open-ended investment that imposes no front end charge on investors.
no-load fund
A mutual fund that sells its shares at net asset value, without the addition of a sales fee (load).
O
odd lot
A transaction involving fewer shares than in a "round" lot, which for most stocks is 100 shares.
No Load Fund
A mutual fund, the purchase of which requires the buyer to pay no fees (loading) to the fund company or agent selling the fund.
Non Interest Bearing Liabilities ...
Front-end load fund
Mutual funds that charge a fee at the time units are purchased.
Fundamental analysis
Value analysis based on fundamental data from a corporation's financial statements and on market conditions.
Sometimes load funds offer volume discounts for higher investment amounts, in much the way that supermarkets sometimes offer economy bargains for buying certain things in bulk.
3. Buy no-load funds
A load fee is simply a one-time fee that you pay for the right to buy or sell the fund. There are many no-load funds that offer similar characteristics and returns. Why would you pay this fee if you don't have to?
How to Compare Load Funds to No Load Funds
No-load and load may sound like terms better used in logistics or distribution, but they are actually used to describe two different...
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A bond with a rating of B or lower.
Low-load fund
A mutual fund that charges a sales commission of 3.5% or less for the purchase of shares.
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No Load Fund
A mutual fund where investors deal directly with the investment company rather than through a broker. Investors are accordingly not charged ...(Read more)
No Par Value ...
no-load fund A mutual fund that charges no sales commission or load. nominal yield A measure of investment return that compares the annual amount of interest or dividends paid with a security's par or face value.
no-load fund A mutual fund without a sales or redemption charge, selling and redeeming its... no-load stock A stock available through a direct purchase program. NOI Acronym for Net Operating Income.
If the fund is a No-Load fund the POP and the NAV are the same.
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In the context of investments, refers to price plus brokerage commissions, of a security, or the sales charge applied to load funds. See: Tax basis.
Load The sales fee charged to an investor when shares are purchased in a load fund or annuity. See: Bank-end load; front-end load; level load.
Load fund A mutual fund with shares sold at a price including a sales charge of the net amount invested. Long position Ownership of a security, with attendant rights to income, dividends, etc.
These funds are generally sold as no-load funds and may offer check writing privileges. MONEY PURCHASE PLAN A defined contribution retirement plan requiring fixed or specified contributions usually based on an employee's salary.
In no load funds, the NAV is also the asked price. They are all one figure. In load funds, the asked price is quoted after the sales charge is added to the net asset value. Most funds compute the NAV after the close of the exchanges each day.
In the case of no-load funds, the NAV, market price, and offering price are all the same figure, which the public pays to buy shares; load fund market or offer prices are quoted after adding the sales charge to the net asset value.
There are an awful lot of excellent no-load funds out there, and chances are you will be able to find one with a good long-term track record that matches your investment objectives, so why pay a load?
Regardless of the name, funds with deferred sales charges are simply one form of load funds. These funds offer investors the opportunity of paying a sales charge later rather than paying one at the time of purchase.
A genuine no-load fund does not have 12b-1 fees, although some funds calling themselves "no-load" do have 12b-1 fees (as do some load funds).
These funds can be no-load funds which do not charge fees for the initial investment or redemption. These funds can be load funds which do charge fees for investment or redemption according to a published schedule. Compare to Closed End Fund.
Some back-end load funds impose a full commission if the shares are redeemed within a designated time period after purchase, such as one year, reducing the commission the longer the investor holds the shares.
The broker makes money on loaded funds, just like the Internet site and most brokerage houses charge the same for purchasing no load funds, regardless of whether it's directly through a broker or online.
A term used when mutual fund investors who have purchased load funds switch from one fund family to another family of funds without having to pay another sales charge. Not all funds families have freeloading procedures.
Face Value ...
Both load and no-load funds may adopt 12(b)1 plans. They are not hidden charges, but are clearly explained in the fund's prospectus and in its semi-annual and annual reports. Many funds have 12(b)1 plans that have not been activated.
No Load refers to a mutual fund that typically does not charge a fee for buying or selling its shares. No Load funds can be charged a redemption fee at the discretion of the broker under special circumstances.
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Class C shares are preferable for short term investors with little cash and a short term investment outlook. Class C shares are level-load funds (funds that charge an annual "load" or fee for the first time mutual fund investor). ...
Some mutual funds charge fixed fees upon purchase (front end loaded) or charge redemption fees upon sale (back end loaded). In recent years most new mutual funds are no load funds.
Reasons to Invest in Mutual Funds: ...
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