Try our corporate solution for free!
(212) 419-8286
hadley.ward@statista.com

Maximum front-end sales load incurred by mutual fund investors in the U.S. 1990-2016

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...
You need to log in to download this statistic
Register for free
Already a member?
Log in
Show detailed source information?
Register for free
Already a member?
Log in
Sources

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.

Statista Accounts: Access All Statistics. Starting from $468 / Year
Basic Account
Get to know the platform

You only have access to basic statistics.

Single Account
The ideal entry-level account for individual users
  • Instant access to 1m statistics
  • Download in XLS, PDF & PNG format
  • Detailed references
$59 $39 / Month *
in the first 12 months
Corporate Account
Full access

Corporate solution including all features.

* Prices do not include sales tax.

Statistics on "Investment funds in Benelux"

Statista Accounts: Access All Statistics. Starting from $468 / Year
Learn more about how Statista can support your business.