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Understanding Mutual Funds

What is a loaded fund?

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David John Marotta
President, Marotta Wealth Management, Inc., Marotta Wealth Management, Inc.
http://www.emarotta.com  
434-244-0000

David John Marotta is the President of Marotta Wealth Management, a fee-only financial planning and asset management firm in Charlottesville, Virginia. He is an oft-quoted writer and speaker on financial matters and his weekly financial column can be found at www.eMarotta.com

What is a loaded fund?

 

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Host: What is a loaded fund?

David Morotta: Mutual funds that carry a sales charge are called loaded funds. The brokers who sell these funds make their money off of the sales charge and there are three different ways they can get a sales charge. One is called A shares, one is called B shares and one is called C shares. So, one way to know that you have a loaded or sales charge mutual funds is it often has an A, B or C after it.

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