Maximum front-end sales load incurred by mutual fund investors in the United States from 1990 to 2016, by fund type

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EquityHybridBond
19905%5%4.6%
19954.8%4.7%4.1%
20005.2%5.1%4.2%
20055.3%5.3%4%
20105.4%5.2%3.9%
20155.4%5.2%3.8%
20165.4%5.2%3.7%
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About This Statistic

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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