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

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

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Sources

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.

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