What is a no load 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?
What mistakes do people make when investing in mutual funds?
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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What is the fastest way of doubling my money?
What are the categories and types of U.S. Bonds?
What are the asset classes within appreciation?
What investments fall in the asset class "Hard Asset Stocks?"
How long should I plan on needing money during retirement?
What is a stock index?
How can I keep the expenses of investing as low as possible?
How is a stock's price determined?
What is a mutual fund?
How do I start investing?
What different types of accounts are there?
What is dollar cost averaging?
Is bankruptcy ever the right option?
Why does the stock market fluctuate?
In addition to finances, what issues are important for retirement planning?
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 no load fund?
Host: What is a No Load Fund?
David Morotta: A No Load Fund is a fund that does not charge any sales charge. Usually these are sold by the mutual fund companies. Sometimes they are through fee only financial planners, sometimes you can buy your investment broker or custodian and they will usually have a list of no transaction, no load mutual funds.
Transcripts
Host: What is a No Load Fund?
David Morotta: A No Load Fund is a fund that does not charge any sales charge. Usually these are sold by the mutual fund companies. Sometimes they are through fee only financial planners, sometimes you can buy your investment broker or custodian and they will usually have a list of no transaction, no load mutual funds.
No Load Mutual Funds also have to have very low what s called 12b-1 fees, 12b-1 fee is have to be under 0.
25%. A loaded fund might have a 12b-1 fee that s 1% or more.
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