WebSep 5, 2024 · Front-end load (purchase fee) Varies by fund or fund family; may be as high as 5.75%; discounts may be available. Class B shares. Back-end load (redemption fee, also known as a contingent deferred sales charge) Decreases to 0% over a period of years. Class C shares. Back-end load (redemption fee, also known as a contingent deferred … WebDeferred Load. These are also known as back-end sales charges and are imposed when investors redeem shares. The percentage charged generally declines the longer shares …

Brokerage services commission & fee schedules Vanguard

Web1 day ago · March Quarter 2024 Adjusted Financial Results. Operating revenue of $11.8 billion, 45 percent higher than the March quarter 2024 and 14 percent higher than the March quarter 2024, including a 1 point impact from flying lower capacity than initially planned. Operating income of $546 million with an operating margin of 4.6 percent. WebDeferred sales charge (load) The category “Deferred Sales Charge (Load)” in the fee table refers to a sales load that investors pay when they redeem fund shares (that is, sell their … follow up with sb

The ABCs of Mutual Fund Classes - Investopedia

WebBack-end load. A sales fee that's charged when you sell fund shares. Fees can start as high as 5% to 7% but typically decline each year you're invested in the fund, ultimately disappearing after 5 to 10 years. This may also be referred to as … WebJan 12, 2001 · A deferred sales charge (load) is a charge you pay when you sell your shares. It is sometimes referred to as the back-end load . The charge may start out at … WebAug 1, 1997 · Asset-based sales charges may not exceed .75 percent of a fund's average net assets. A service fee is not subject to the aggregate cap, but service fees may not exceed .25 percent of a fund's average net asset. The maximum frontend or deferred sales charge on any one transaction may not exceed the applicable 7.25 percent or 6.25 … follow up with plan