It will help you keep track of how much you've earned. Don't be alarmed over short term losses or gains, but if over a year it's performing poorly, move your money. Our Tax-Free Investment Calculator can help. Page Menu Mutual Fund Fees Mutual funds have a number of fees associated with them. No all funds charge all fees.
Loads are a type of sales charge or redemption charge on the fund.
It's a percentage of the total investment and is subtracted from your investment when you buy shares in the fund. In some cases it may be on a sliding scale. You pay less load if you invest more money. An up-front load will pay off if you invest in a fund with a high return. A fee you pay when you sell fund shares is known as a back-end load.