- Finance, Insurance & Real Estate›
- Banks & Financial Services›
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
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% |
© Statista 2019
About this statistic
Show source
Download
Settings
Share
Download started
Please be patient - this may take a moment
Please be patient - this may take a moment
Description
Source
More information
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.
Show more- Show sources information
- Show publisher information
- 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
- 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.
Statista Accounts:
Access All Statistics. Starting from $588 / Year
Basic Account
Get to know the platform
You only have access to basic statistics.
Premium Account
Your perfect start with Statista
- Instant access to 1m statistics
- Download in XLS, PDF & PNG format
- Detailed references
$49 / Month *
Corporate Account
Full access
Corporate solution including all features.
* All products require an annual contract.
Prices do not include sales tax.
Prices do not include sales tax.
Leading companies trust Statista:
Related Studies: Available to Download in PDF or PPTX Format
All Information
in one Presentation
Mutual funds
- 61 page/s
- English
- pptx
- Detailed references
Everything On "Mutual funds" in One Document: Edited and Divided into Handy Chapters. Including Detailed References.
I think of Statista as Google for researchers. Statista provides you with the information you search for right away.Dr. Horst Stipp
EVP, Research & Innovation, Advertising Research Foundation
Statistics on "Mutual funds"
- Global overview
The most important statistics
- Largest asset managers worldwide as of June 2018, by value of managed assets (in billion euros)Largest asset managers worldwide 2018, by value of assets
- Distribution of assets of regulated open funds worldwide in 2018, by regionDistribution of assets regulated open funds globally 2018, by region
- Number of regulated open-end funds worldwide from 2008 to 2018Number of regulated open-end funds worldwide 2008-2018
- Number of regulated open-end funds worldwide from 2013 to 2018, by regionNumber of regulated open-end funds worldwide 2013-2018 by region
- Value of mutual fund assets per capita in selected countries worldwide in 2016 (in euros)Mutual fund assets per capita in selected countries worldwide 2016
- Value of assets of mutual funds in selected countries worldwide in 2016 (in billion euros)Mutual fund assets in selected countries worldwide 2016
- Mutual funds in the United States
The most important statistics
- Number of mutual funds in the United States from 1997 to 2017Number of mutual funds in the U.S. 1997-2017
- Total net assets of US-registered mutual funds worldwide from 1998 to 2018 (in trillion U.S. dollars)Total net assets of US-based mutual funds worldwide 1998-2018
- Net new cash flow to mutual funds in the United States from 2000 to 2018 (in billion U.S. dollars)Net new cash flow to mutual funds in the U.S. 2000-2018
- Net new cash flow to mutual funds in the United States from 2000 to 2018, by fund type (in billion U.S. dollars)Net new cash flow to mutual funds in the U.S. 2000-2018, by fund type
- Distribution of investment fund assets in the United States in 2017, by typeDistribution of investment fund assets in the U.S. 2017, by type
- Share of market securities held by mutual funds in the United States in 2018, by security typeShare of market securities held by mutual funds in the U.S. in 2018, by security type
- Number of opened and merged/liquidated mutual funds in the United States from 2005 to 2018Number of opened and closed mutual funds in the U.S. 2005-2018
- Share of retirement account assets managed by mutual funds in the United States from 1995 to 2018, by type of retirement vehicleShare of retirement account assets managed by mutual funds in the U.S. 1995-2018
- Demographics
The most important statistics
- Share of households owning mutual funds in the United States from 1980 to 2017Share of households owning mutual funds in the U.S. 1980-2017
- Share of households owning mutual funds in the United States as of first half of 2018, by age of household headShare of households owning mutual funds in the U.S. 2018, by age of household head
- Share of households owning mutual funds in the United States in the first half of 2017, by household incomeShare of households owning mutual funds in the U.S. 2017, by household income
- Share of household financial assets held in investment funds in the United States from 1995 to 2018Share of household financial assets held in investment funds in U.S. 1995-2018
- Number of investment fund industry employees in the United States from 1997 to 2017 (in 1,000s)Number of investment fund industry employees in the U.S. 1997-2017
- Distribution of job functions in the investment fund sector in the United States as of March 2017Distribution of job functions in the investment fund sector in the U.S. 2017
- Costs
The most important statistics
- Expenses incurred by mutual fund investors in the United States from 2000 to 2018, by fund typeExpense ratios of mutual fund investors in the U.S. 2000-2018, by fund type
- Expense ratios of equity mutual funds worldwide from 2000 to 2018Expense ratios of equity mutual funds globally 2000-2018
- Expense ratios of equity mutual funds worldwide from 2000 to 2018, by fund management typeExpense ratios of equity mutual funds globally 2000-2018, by fund management type
- Expense ratios of bond mutual funds in the United States from 2000 to 2018, by fund management typeExpense ratios of bond mutual funds in the U.S. 2000-2018, by fund management type
- Maximum front-end sales load incurred by mutual fund investors in the United States from 1990 to 2016, by fund typeMaximum front-end sales load incurred by mutual fund investors in the U.S. 1990-2016
- Actual front-end sales load incurred by mutual fund investors in the United States from 1990 to 2016, by fund typeActual front-end sales load incurred by mutual fund investors in the U.S. 1990-2016
Discover Statista
Need help with using Statista for your research?
Tutorials and first steps
Further Content: Statistics, Studies, and Topic Pages
Statistics
- Number of mutual funds worldwide 2011-2014, by country
- Number of mutual funds worldwide 2007-2014, by region
- Investment funds financial assets value in Germany in 2017, by asset type
- Investment funds financial assets value in Finland in 2017, by asset type
- Investment funds financial assets value in Turkey in 2017, by asset type
- Total assets of closed-end funds in the U.S. 2005-2018
- Number of closed-end funds in the U.S. 2005-2018
- Total net assets of mutual funds worldwide 2012-2018, by country
- Net new cash flow to index mutual funds in the U.S. 2000-2018
- Total investments of non-MMF investment funds in listed shares Netherlands 2006-2016
- Total long-term investments of non-MMF investment funds in the Netherlands 2006-2016
- Total investments non-MMF investment funds in direct property Netherlands 2006-2016
- Total short-term investments of non-MMF investment funds in the Netherlands 2006-2016
- UK museums: impact of free admission on donations and secondary spend 2016
- Mutual funds as main saving method in APAC 2016 by country
- UK museums: impact of free admission on donations and secondary spend 2016
- Share of museums charging admission in the UK 2016, by museum type
- Museums: impact of not charging special exhibition fees in the UK 2016
Studies
- Investment funds in Benelux
- Mutual funds
- Investment funds management in the United Kingdom (UK)
- Hedge funds
- The financial sector in Luxembourg
- Trends in the European Investment fund Industry Q1 2018
- Exchange Traded Funds
- Socially responsible ethical investments (SRI) in Europe
- 2019 Investment Company Fact Book
- Trends in the European Investment fund Industry 2015
- 2018 Investment Company Fact Book
- European SRI Study 2018
- Venture Capital Report Dow Jones Europe Q2 2018
- UK residential market forecast 2018
- Housebuilding Report 2018
Statistics on "Mutual funds"
- Largest asset managers worldwide as of June 2018, by value of managed assets (in billion euros)
- Distribution of assets of regulated open funds worldwide in 2018, by region
- Number of regulated open-end funds worldwide from 2008 to 2018
- Number of regulated open-end funds worldwide from 2013 to 2018, by region
- Value of mutual fund assets per capita in selected countries worldwide in 2016 (in euros)
- Value of assets of mutual funds in selected countries worldwide in 2016 (in billion euros)
- Number of mutual funds in the United States from 1997 to 2017
- Total net assets of US-registered mutual funds worldwide from 1998 to 2018 (in trillion U.S. dollars)
- Net new cash flow to mutual funds in the United States from 2000 to 2018 (in billion U.S. dollars)
- Net new cash flow to mutual funds in the United States from 2000 to 2018, by fund type (in billion U.S. dollars)
- Distribution of investment fund assets in the United States in 2017, by type
- Share of market securities held by mutual funds in the United States in 2018, by security type
- Number of opened and merged/liquidated mutual funds in the United States from 2005 to 2018
- Share of retirement account assets managed by mutual funds in the United States from 1995 to 2018, by type of retirement vehicle
- Share of households owning mutual funds in the United States from 1980 to 2017
- Share of households owning mutual funds in the United States as of first half of 2018, by age of household head
- Share of households owning mutual funds in the United States in the first half of 2017, by household income
- Share of household financial assets held in investment funds in the United States from 1995 to 2018
- Number of investment fund industry employees in the United States from 1997 to 2017 (in 1,000s)
- Distribution of job functions in the investment fund sector in the United States as of March 2017
- Expenses incurred by mutual fund investors in the United States from 2000 to 2018, by fund type
- Expense ratios of equity mutual funds worldwide from 2000 to 2018
- Expense ratios of equity mutual funds worldwide from 2000 to 2018, by fund management type
- Expense ratios of bond mutual funds in the United States from 2000 to 2018, by fund management type
- Maximum front-end sales load incurred by mutual fund investors in the United States from 1990 to 2016, by fund type
- Actual front-end sales load incurred by mutual fund investors in the United States from 1990 to 2016, by fund type
- Number of mutual funds in selected countries worldwide from 2011 to 2014
- Number of mutual funds worldwide from 2007 to 2014, by region (in 1,000s)
- Financial assets of investment funds in Germany as of 2017, by asset type (in million euros)
- Financial assets of investment funds in Finland as of 2017, by asset type (in million euros)
- Financial assets of investment funds in Turkey as of 2017, by asset type (in million Turkish liras)*
- Total assets of closed-end funds in the United States from 2005 to 2018 (in billion U.S. dollars)
- Number of closed-end funds in the United States from 2005 to 2018
- Total net assets of mutual funds in selected countries worldwide from 2012 to 2018 (in trillion U.S. dollars)
- Net new cash flow to index mutual funds in the United States from 2000 to 2018 (in billion U.S. dollars)
- Total investments of non-MMF investment funds in listed shares in the Netherlands from 2006 to 2016 (in million euros)
- Total long-term investments of non-MMF investment funds in the Netherlands from 2006 to 2016 (in million euros)
- Total investments of non-MMF investment funds in direct property in the Netherlands from 2006 to 2016 (in million euros)
- Total short-term investments of non-MMF investment funds in the Netherlands from 2006 to 2016 (in million euros)
- Impact of museums not charging admissions on spontaneous donations and secondary spend in the United Kingdom (UK) in 2016
- Share of population using mutual funds as main saving method in the Asia Pacific region in 2016, by country
- Impact of museums charging admissions on spontaneous donations and secondary spend in the United Kingdom (UK) in 2016
- Share of charging and non-charging museums in the United Kingdom (UK) in 2016, by type
- Impact of not charging for specific exhibitions according to museums in the United Kingdom (UK) as of 2016
Statista Accounts:
Access All Statistics. Starting from $588 / Year
Related topics
About Statista
Statista offers dossiers and reports on over 170 industries. With Statista you are always able to make informed decisions and boost your work efficiency.
Internet & Telecommunications
- Social Media
- E-Commerce
- Online Video & Entertainment
- Advertising & Marketing
Consumer Goods & FMCG
- Alcoholic Beverages
- Cleaning Products
- Cosmetics & Personal Care
- Food & Nutrition
Retail & Trade
- Health & Hygiene
- International Trade
- Shopping Behavior
- Sports & Leisure
Travel, Tourism & Hospitality
- Business Travel
- Leisure Travel
- Accomodation
- Restaurants
Society
- Demographics
- Economy
- Education & Science
- Politics & Government
Transportation & Logistics
- Aviation
- Rail Transport
- Vehicles & Road Traffic
- Water Transport
Please log in to access our additional functions
Register in seconds and access exclusive features.
Basic Account
|
Instant Access
Premium Account
| ||
|---|---|---|---|
Our services
Click the question mark for further information | Free |
$49 per month* | |
| Basic statistics | |||
| Premium statistics | |||
|
Graph download
| |||
| Download PDF | |||
|
Excel download
| |||
| Register | Purchase now | ||
*Duration: 12 months, billed annually, single license
Exclusive Corporate feature
This feature is limited to our corporate solutions.
Please contact us to get started with full access to dossiers, forecasts, studies and international data.
Corporate Account
We use cookies to personalize contents and ads, offer social media features, and analyze access to our website. In your browser settings you can configure or disable this, respectively, and can delete any already placed cookies. For details, please see your browser’s Help section (by pressing F1). Please see our privacy statement for details about how we use data.