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Actual 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 U.S. 1990-2016
Actual 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 actual front-end sales load incurred by mutual fund investors in the United States from 1990 to 2016, by fund type. The actual front-end sales load charged by equity funds amounted to 1.1 percent in the United States in 2016. The maximum fees that the mutual funds could have charged the investors, as defined in the fund prospectus, differed significantly from the actual values.
Actual 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 | 3.9% | 3.8% | 3.5% |
| 1995 | 2.5% | 2.4% | 2.1% |
| 2000 | 1.4% | 1.4% | 1.1% |
| 2005 | 1.3% | 1.3% | 1% |
| 2010 | 1% | 1% | 0.8% |
| 2015 | 1.1% | 1% | 0.7% |
| 2016 | 1.1% | 1% | 0.7% |
| Equity | Hybrid | Bond | |
|---|---|---|---|
| 1990 | 3.9% | 3.8% | 3.5% |
| 1995 | 2.5% | 2.4% | 2.1% |
| 2000 | 1.4% | 1.4% | 1.1% |
| 2005 | 1.3% | 1.3% | 1% |
| 2010 | 1% | 1% | 0.8% |
| 2015 | 1.1% | 1% | 0.7% |
| 2016 | 1.1% | 1% | 0.7% |
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Sources: ICI; Lipper; Strategic Insight
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by M. Szmigiera,
last edited
May 11, 2018
The statistic presents the actual front-end sales load incurred by mutual fund investors in the United States from 1990 to 2016, by fund type. The actual front-end sales load charged by equity funds amounted to 1.1 percent in the United States in 2016. The maximum fees that the mutual funds could have charged the investors, as defined in the fund prospectus, differed significantly from the actual values.
- Sources
- ICI; Lipper; Strategic Insight
- Show further 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
- Region
- United States
- Survey time period
- 1990 to 2016
- Supplementary notes
-
The actual front-end sales loads are the average fees that investors actually paid. They equal to the total front-end sales loads that funds collected divided by the total maximum loads that the funds could have collected based on their new sales that year. This ratio is then multiplied by each fund’s maximum sales load. The resulting value is then averaged (simple average) across all funds.
Data exclude mutual funds available as investment choices in variable annuities and mutual funds that invest primarily in other mutual funds.
Source
- Sources
- ICI; Lipper; Strategic Insight
- Show further 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 actual front-end sales loads are the average fees that investors actually paid. They equal to the total front-end sales loads that funds collected divided by the total maximum loads that the funds could have collected based on their new sales that year. This ratio is then multiplied by each fund’s maximum sales load. The resulting value is then averaged (simple average) across all funds.
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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