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Maximum front-end sales load incurred by mutual fund investors in the U.S. 1990-2016
Maximum front-end sales load incurred by mutual fund investors in the U.S. 1990-2016
Maximum front-end sales load incurred by mutual fund investors in the United States from 1990 to 2016, by fund type
by M. Szmigiera,
last edited
May 11, 2018
The statistic presents the maximum front-end sales load incurred by mutual fund investors in the United States from 1990 to 2016, by fund type. The maximum front-end sales load charged by equity funds amounted to 5.4 percent of the invested assets in the United States in 2016. The maximum front-end sales loads are specified in the fund prospectus and indicate the highest entry fee that mutual funds can charge the investors. In reality the load values depend on a number of conditions and vary across fund management companies. The actual front-end sales loads paid by the investors were much lower than the fees defined in the fund prospectus.
Maximum front-end sales load incurred by mutual fund investors in the United States from 1990 to 2016, by fund type
Loading statistic...
| Equity | Hybrid | Bond | |
|---|---|---|---|
| 1990 | 5% | 5% | 4.6% |
| 1995 | 4.8% | 4.7% | 4.1% |
| 2000 | 5.2% | 5.1% | 4.2% |
| 2005 | 5.3% | 5.3% | 4% |
| 2010 | 5.4% | 5.2% | 3.9% |
| 2015 | 5.4% | 5.2% | 3.8% |
| 2016 | 5.4% | 5.2% | 3.7% |
| Equity | Hybrid | Bond | |
|---|---|---|---|
| 1990 | 5% | 5% | 4.6% |
| 1995 | 4.8% | 4.7% | 4.1% |
| 2000 | 5.2% | 5.1% | 4.2% |
| 2005 | 5.3% | 5.3% | 4% |
| 2010 | 5.4% | 5.2% | 3.9% |
| 2015 | 5.4% | 5.2% | 3.8% |
| 2016 | 5.4% | 5.2% | 3.7% |
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by M. Szmigiera,
last edited
May 11, 2018
The statistic presents the maximum front-end sales load incurred by mutual fund investors in the United States from 1990 to 2016, by fund type. The maximum front-end sales load charged by equity funds amounted to 5.4 percent of the invested assets in the United States in 2016. The maximum front-end sales loads are specified in the fund prospectus and indicate the highest entry fee that mutual funds can charge the investors. In reality the load values depend on a number of conditions and vary across fund management companies. The actual front-end sales loads paid by the investors were much lower than the fees defined in the fund prospectus.
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- Release date
- April 2017
- Region
- United States
- Survey time period
- 1990 to 2016
- Supplementary notes
-
The maximum front-end sales load is a simple average of the highest front-end load that funds may charge as set forth in their prospectuses.
Data exclude mutual funds available as investment choices in variable annuities and mutual funds that invest primarily in other mutual funds.
Source
- Show sources information
- As a Premium user you get access to the detailed source references and background information about this statistic.
- Show publisher information
- Release date
- April 2017
More information
- Region
- United States
- Survey time period
- 1990 to 2016
- Supplementary notes
-
The maximum front-end sales load is a simple average of the highest front-end load that funds may charge as set forth in their prospectuses.
Data exclude mutual funds available as investment choices in variable annuities and mutual funds that invest primarily in other mutual funds.
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