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
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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| 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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