What is a loaded fund?
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What is a mutual fund?
What types of mutual funds are there?
How can I buy a mutual fund?
What is a loaded fund?
What is the difference between A, B and C shares?
What is a no load fund?
What is a 12b-1 fee?
What mutual fund fees are normal?
What else should I look for in mutual fund selection?
Can I just look at the number of stars a fund has in Morningstar?
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What are the types of mutual funds that I should be investing in?
Are mutual funds the best type of investment?
What is an asset class?
Financial Planning
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How do I start investing?
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The Importance of a Written Financial Plan for Retirement
Investing the Right Way During Retirement
Avoid CD Investment For Retirement
Systemic Withdrawal Plan For Retirement Investments
Creating A Plan For Retirement
Understanding Health Care Costs During Retirement
Refinancing A Mortgage Before Retirement
Evaluate Income Sources Before Retirement
Annuitizing Income
Financial Strategy For A Down Economy
Investment For Beginners
Investment Planning
David John Marotta
President, Marotta Wealth Management, Inc., Marotta Wealth Management, Inc.
434-244-0000
questions@emarotta.com
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?
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.
Transcripts
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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