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:
- 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 ...
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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 ...
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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.
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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 ...
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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 ...
- 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 ...
- 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 ...
- 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 ...