Load fund

Load Fund
A mutual fund that charges a commission, or ""load,"" every time you buy new shares. Usually, load funds are purchased through stockbrokers and financial planners.

No Load Fund - a no load fund is a mutual fund that has no sales charges attached to it. In other words a no load fund had no commission sales charges passed on to the holder.

No Load Fund
A mutual fund where investors deal directly with the investment company rather than through a broker. Investors are accordingly not charged a sales commission.
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No-load fund
Is a mutual fund that does not yield a sales commission for the investment professional selling you the fund.
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Definition
No-load fund
A mutual fund that does not assess a sales commission or sales charge when shares are initially purchased in the fund.
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No-load Funds
Mutual funds that do not carry a sales commission.
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Load funds are the direct opposite of no-load funds. In a load fund, the seller of the fund shares, often a broker, receives a load. The term load refers to the sales commission paid to the seller.

No-load funds may save you money.
The difference between load and no-load funds is basically that the no-load funds do not charge you a commission on your mutual fund transactions.

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.

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Load Fund
A mutual fund with shares sold at a price including a sales charge - typically 4% to 8% of the net amount indicated.

Load fund
A mutual fund that charges a sales commission, as opposed to a no-load fund, which doesn't levy a fee when you buy or sell.

Load Fund
A mutual fund that comes with a sales charge or commission.

Load fund A mutual fund with fees above and beyond the expense ratio. A load is essentially a sales charge.

Load fund
A mutual fund that tends to impose large commissions, typically ranging from 8.5% on small amounts invested down to 1% on amounts of $500,000 or over. Related: No-load fund
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Load fund
A mutual fund with shares sold at a price that includes a sales charge, or load - typically four to nine percent of the net amount invested. (See also Load.)
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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.

No-load fund: A mutual fund that does not charge a fee for buying or selling its shares.

No-load Fund - a fund that does not charge any type of sales load. But not every type of shareholder fee is a "sales load," and a no-load fund may charge fees that are not sales loads. No-load funds also charge operating expenses.

No Load Fund: A mutual fund offered by an open-end investment company that imposes no sales charge (load) on its shareholders. The mutual fund still has underlying investment management expenses and may have marketing fees known as 12b-1 fees.

No-load Fund
A mutual fund whose shares are sold without a sales commission and without a 12b-1 fee of more than .25% per year.
Percent of Net Assets
The percentage of a fund's entire net assets represented by an individual holding.

No-Load Fund - Refers to an open-end investment company or mutual fund that does not charge a sales fee to buy or sell shares in it.

No-Load Fund - An open-end fund that does not impose a sales charge on customers who buy their shares.
Nominal Yield - The interest rate stated on the face of the bond.

Low Load Fund: A low load fund is a mutual fund that assesses a front-end sales charge on the purchase of the mutual fund.

Load funds exist to reward financial advisors and others who sell the funds. Faced with the loss of such cushy payments, advisors might have caused a ruckus, fearing a competitive disadvantage.

Load Fund (business term)
Pure No-Load Fund (finance term)
Front-End Load (business term)
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Load fund
A mutual fund that sells shares with a sales charge-typically 4% to 8% of the net amount indicated. Some no-load funds also levy distribution fees permitted by Article 12b-1 of the Investment Company Act; these are typically 0. 25%.

Back-end load fund
A mutual fund that charges investors a fee to sell (redeem) shares, often ranging from 4% to 6%. Some back-end load funds impose a full commission if the shares are redeemed within a designated length of time, such as one year.

I prefer no-load funds, but don't rule out loads. Some of the best managers in the business work for load funds. Also, depending on your investment skill and expertise, you may need an adviser's or broker's help choosing funds.

I prefer no-load funds, but keep in mind there are still fees involved, even in no-load funds; after all, the investment companies have to stay in business. There are annual fees that may be charged.

Bottom line: Load fund vs. No Load mutual fund shouldn't be the issue. Having a methodical plan and reliable advice as to when to buy and when to sell is far more important and will help you to secure a prosperous financial future.
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Level-Load Funds Mutual funds that charge a high 12b-1 fee over the life of the fund. These funds do not charge any other sales fee.

A Word About No-Load Funds
Some funds call themselves "no-load." As the name implies, this means that the fund does not charge any type of sales load.

Performance of No Load Funds
Recently, the premier rating organization of mutual funds, Morningstar, reported that no-load mutual funds actually outperformed mutual funds charging a load or fee over the past 3 to 5 years.

load fund A mutual fund which carries a load. opposite of no-load fund. load-adjusted return The return on a mutual fund adjusted downward to reflect any sales fees, whether front-end or back-end.

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.

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.

Mutual funds commissions are broken out into three categories: (1) no-load no-transaction fee, (2) no-koad funds, and (3) load funds. The no-load no-transaction fee is simply that, there are no commissions.

Some of the best mutual funds are no load funds, which makes it important that you find no load mutual fund companies. Load fees are a commission paid to your broker, as compensation for them leading you to the shares purchased for your portfolio.

Load funds and No-Load funds. Load funds usually involves a sales charge.
Keep in mind that just because a fund has a load, it does not guarantee a good performance.

Some discount brokers will sell no-load funds, some for a flat transaction fee, some for no fee at all.

ETFs are almost always compared to no-load funds, for the simple reason that, compared to loaded funds, there is no comparison.

The percentage typically declines each year the charge applies and then is dropped. However, the annual asset-based management fee is higher on back-end load funds, also known as Class B shares, than on front-end load funds, ...

If, however, you buy a load fund with, say, a 5.75% sales load, your account balance will start at $94,250.

deferred sales charge: Sales charges that you pay when you sell the shares of a load fund.

It refers to the fee paid when a shareholder sells shares in a mutual fund within a certain number of years. It is the formal name for the load in a back-end load fund.
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A financial institution that offers a large number of mutual funds from many different sponsors. The term is often used to refer to brokerage firms that offer customers a very large number of no-load funds.
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The amount of the fee is stated in the fund's prospectus. The SEC has proposed that 12B-1 fees in excess of 0.25% be classed as a load. A true no load fund has neither a sales charge nor a 12B-1 fee.

which you pay a set percentage of your investment upon buying into the fund, and back-loads, in which the load isn't paid until you sell. Some back-loaded funds cancel the load if you hold the fund long enough. And of course, there are no-load funds, ...

Long position- For equities, a Long position occurs when an individual owns securities.
Load- The sales fee charged to an Investor when Shares are purchased in a Load fund or annuity.

No-Load Fund
A mutual fund which can be purchased without paying a sales charge.
Non-Qualified Plan
Any plan which does not meet IRS requirements for contributions to be a current tax deduction.

See also: Mutual Fund, Load, Fund, Share, Investment