Comments on: Mutual Fund Loads http://www.investingintelligently.com/2006/03/21/mutual-fund-loads/ Not just another (Canadian) financial blog Sat, 16 Oct 2010 15:22:19 -0700 http://wordpress.org/?v= hourly 1 By: Investing Intelligently » Blog Archive » Portfolio Update: Settled In http://www.investingintelligently.com/2006/03/21/mutual-fund-loads/comment-page-1/#comment-263 Investing Intelligently » Blog Archive » Portfolio Update: Settled In Sun, 09 Apr 2006 08:50:20 +0000 http://www.investingintelligently.com/2006/03/21/mutual-fund-loads/#comment-263 [...] Costs: I paid $75 commision (advised trade to get the iUnits S&P/TSX 60 ETF) and $0 for the mutual funds. As I said in a previous post, mutual funds at Clearsight are all essentially no-load because they buy front-load funds and charge no front-load sales charge. [...] [...] Costs: I paid $75 commision (advised trade to get the iUnits S&P/TSX 60 ETF) and $0 for the mutual funds. As I said in a previous post, mutual funds at Clearsight are all essentially no-load because they buy front-load funds and charge no front-load sales charge. [...]

]]> By: Dave http://www.investingintelligently.com/2006/03/21/mutual-fund-loads/comment-page-1/#comment-237 Dave Thu, 23 Mar 2006 06:46:11 +0000 http://www.investingintelligently.com/2006/03/21/mutual-fund-loads/#comment-237 Joe: Thanks for instigating this. I would not have inquired deeper if it wasn't for you bringing it up. BTW, this is a whole other topic, but he mentioned that eventually he wants me to move to a fee-based plan. He mentioned the advantages to me. I can't remember exactly what they were, it was totally new to me. Joe: Thanks for instigating this. I would not have inquired deeper if it wasn’t for you bringing it up.

BTW, this is a whole other topic, but he mentioned that eventually he wants me to move to a fee-based plan. He mentioned the advantages to me. I can’t remember exactly what they were, it was totally new to me.

]]> By: Average Joe http://www.investingintelligently.com/2006/03/21/mutual-fund-loads/comment-page-1/#comment-236 Average Joe Thu, 23 Mar 2006 02:58:56 +0000 http://www.investingintelligently.com/2006/03/21/mutual-fund-loads/#comment-236 Great job Dave. An empowered investor does his own research and keeps his advisor on his toes! At least now you are informed. You know that they are waiving their front end (nothing wrong with the 90 day penalty - most funds have similar penalties to avoid quick flipping) and you know how the advisor is being paid. Great job Dave. An empowered investor does his own research and keeps his advisor on his toes!

At least now you are informed. You know that they are waiving their front end (nothing wrong with the 90 day penalty – most funds have similar penalties to avoid quick flipping) and you know how the advisor is being paid.

]]> By: Dave http://www.investingintelligently.com/2006/03/21/mutual-fund-loads/comment-page-1/#comment-235 Dave Wed, 22 Mar 2006 21:44:02 +0000 http://www.investingintelligently.com/2006/03/21/mutual-fund-loads/#comment-235 It does not seem surprising that in self-directed DIY portfolios there would be no front-load, but I wonder how common it is with full-service brokerages to have the front loads waived? It does not seem surprising that in self-directed DIY portfolios there would be no front-load, but I wonder how common it is with full-service brokerages to have the front loads waived?

]]> By: klauss http://www.investingintelligently.com/2006/03/21/mutual-fund-loads/comment-page-1/#comment-234 klauss Wed, 22 Mar 2006 20:50:01 +0000 http://www.investingintelligently.com/2006/03/21/mutual-fund-loads/#comment-234 Also good to note that the daily total expense ratios are typically lower for front end loaded funds (a.k.a. class A shares) than for the other classes (B,C, etc.) as well. Great you are able to get the front end load at zero. Also good to note that the daily total expense ratios are typically lower for front end loaded funds (a.k.a. class A shares) than for the other classes (B,C, etc.) as well. Great you are able to get the front end load at zero.

]]> By: tom venner http://www.investingintelligently.com/2006/03/21/mutual-fund-loads/comment-page-1/#comment-233 tom venner Wed, 22 Mar 2006 17:17:21 +0000 http://www.investingintelligently.com/2006/03/21/mutual-fund-loads/#comment-233 I switched from TD to TD Waterhouse so I could self-direct my portfolios. Almost all front-end funds are available with no load when purchased through TDW. I switched from TD to TD Waterhouse so I could self-direct my portfolios. Almost all front-end funds are available with no load when purchased through TDW.

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