deferred contingency sales load investment & finance definition
Another name for a commission charged on a mutual fund that has a back-end sales load.
Contingent Deferred Sales Load
A type of back-end load, the amount of which depends on the length of time the investor held his or her shares.
Sales load
See: Sales charge
Sales tax
A percentage tax on the selling price of goods and services.
Sales Load
A service charge of a mutual fund that is added to the costs of owning a stake in the fund.
Saucer Base
Similar to a cup and handle formation, but the saucer base is shallower and rounder in shape.
Sales Load (Commission, Sales Charge)
Funds that use brokers to sell their shares compensate the brokers by imposing a fee on investors, known as a 'sales load' (or 'sales charge'), which is paid to the selling brokers.
Sales Load
The sales fee that the buyer pays in order to acquire an asset. ...
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Sky-high sales loads have long driven us to steer clear of many otherwise impressive mutual funds. But as times change in the fund business, many of those onerous fees are disappearing for good.
Contingent deferred sales load
A contingent deferred sales load, also called a back-end load, is a sales charge you may pay on some mutual funds purchases if you sell shares in the fund within a certain period of time after you buy them.
Class A shares typically impose a front-end sales load. Front-end sales loads reduce the amount of your investment. For example, let's say you have $1,000 and want to invest in a college savings plan with a 5% front-end load.
In the 1990s, many different fund companies were advertising various total returns-some cumulative, some averaged, some with or without deduction of sales loads or commissions, etc.
Class B shares might not have any front-end sales load, but might have a contingent deferred sales load (CDSL) (a type of fee that investors pay only when they redeem fund shares, ...
If a load fund charges the shareholder when he or she purchases shares of the fund, the fees are known as "front-end sales load" fees. Front-end fees on a load fund are taken out before the money is used to purchase shares.
What Is a Mutual Fund Sales Load?
When you buy your first mutual fund, you may encounter something known as a sales load. There are front end loads, back end loads, deferred loads and declining loads.
When you buy shares, you pay the current NAV per share plus any fee the fund assesses at the time of purchase, such as a purchase sales load or other type of purchase fee.
To be used by mutual funds when the fund does not have a sales load, i.e. there is no front-end and no contingent deferred sales load.
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Footnote N To be used by mutual funds when the fund does not have a sales load, i.e. there is no front-end and no contingent deferred sales load.
The good news is that all three of the top rated mutual funds from Morgan Stanley do not carry a sales load. All three funds are also open to new investors; however, two of the three top rated funds are restricted to institutional investors.
Load
A sales charge investors must pay to acquire certain assets - shares in many mutual funds, for example. Also called front-end load or sales load. (See also Load fund.)
View LEI Lesson(s) that address this term » ...
529 plans may be sold directly by the state or the sponsoring group. However, they may also be obtained through brokers. In the case of the latter, you usually have to pay additional fees to cover the broker's commission (the sales load).
by a mutual fund and charged against the assets in the fund under a Rule 12b-1 plan filed with the SEC. Funds filing a 12b-1 plan may distribute the shares themselves or distribute them through an underweriter and charge an additional sales load.
is the appreciation in investment value an investor who reinvested all distributions would have achieved over the period described. Does not take into account taxes the investor would have had to pay on dividends and does not consider the sales load ...
Breakpoints Reduced sales loads on mutual funds for larger investments. The larger the investment, the lower the fees will be. Breakpoints are established by the mutual fund company.
 See also: Sales, Investment, Share, Mutual Fund, Shares
  
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