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Mutual Fund FeesLearn about the fees mutual funds charge including sales loads, 12b-1 fees, expense ratios and more.
12b-1 Fee Warning
12b-1 fees are one of the darkest secrets in the mutual fund industry. Find out what they are, what is wrong with them, and how to avoid them. No Load Mutual Fund Investing
There is no reason to buy loaded mutual funds (a load is one of the biggest fees you will find in mutual fund investing). Find out the difference between loaded and no-load mutual funds. Say No to Loaded Mutual Funds
Stock brokers and insurance salesmen might try to convince you otherwise, but there really is no reason to ever buy a loaded mutual fund. Learn why you should stay away from loaded funds and how to spot them. Understanding NAV
You may have heard the term Net Asset Value (NAV) used when referring to mutual funds. Now's your chance to learn how to calculate a mutual fund's NAV and understand what it really means. Understanding Mutual Fund Distributions
Don't be alarmed if you look in the newspaper or online and notice that your fund's price, or NAV, has fallen and has the letter "z", "x" or "e" next to it. It doesn't mean your fund lost money for you. It simply means the fund made a distribution. Capital Gains or Capital Punishment?
Explains why mutual fund investors may have to pay taxes on a fund that had a losing year. Fee Wars - Fund Fees War
Discusses the war between fund companies by lowering fees. E-Trade 12b-1 Fee Rebate Warning
In response to the scrutiny on mutual fund fees, E-trade is the first brokerage company to offer a 50% rebate on 12b-1 fees. Find out why I think it should be illegal! |
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