Exchange Currency

deferred load

A charge on investors on their sale of fund shares. Usually, deferred loads decrease over time; for instance, a charge of 10% may be assessed on shares if sold within the first year, 9% on the next, and so on. This is to encourage investors to buy and hold their investments rather than buy and sell for a short time.

Related information about deferred load:
  1. Deferred Load Definition | Investopedia
    A sales charge or fee that is assessed when an investor sells certain classes of fund shares before a specified date. Deferred loads usually run on a flat or ...
     
  2. Deferred Load
    Deferred Load - Definition for Deferred Load from Morningstar - This is also known as a back-end sales charge and is imposed when an investor redeems ...
     
  3. STRATEGIES; Why Deferred-Load Funds Seldom Win the Race ...
    Jun 30, 2002 ... MORE than 30 percent of diversified equity mutual funds now have deferred loads, or sales charges. Their popularity, however, is a mystery.
     
  4. Deferred-Load Mutual Funds: Duds or Divine? by Matthew Morey ...
    Mar 26, 2002 ... Previous research suggests that deferred-load mutual funds should, all else being equal, be able to attain better long-term performance than ...
     
  5. What is deferred load? definition and meaning
    Definition of deferred load: A charge on investors on their sale of fund shares. Usually, deferred loads decrease over time; for instance, a charge of 10% may be ...
     
  6. What Is a Deferred Load on a Mutual Fund ? | eHow.com
    What Is a Deferred Load on a Mutual Fund ?. Sales charges (commissions) for the purchase of mutual funds are known as "loads." While mutual funds are ...
     
  7. Deferred Load - Online Documentation - Developer Express Inc.
    If your view contains a great many documents, you may want to use the deferred load feature. The main idea of the deferred load is that you initially create ...
     
  8. Contingent Deferred Sales Charges
    ... no surrender charges and have lower 12b-1 fees). Also Known As: back-end sales charge, surrender charge, deferred load, contingent deferred sales load ...