Mutual Fund Expense Disclosures: A Behavioral Perspective
نویسندگان
چکیده
منابع مشابه
Proposed Class Exemption for Principal Transactions in Certain Debt Securities between Investment Advice Fiduciaries and Employee Benefit Plans and IRAs
Non-Proprietary Mutual Fund (Load Fund). XYZ MF Large Cap Fund, Class A Class B Class C. [ • ]% sales load as applicable. [ • ]% dealer concession. [ • ]% of transactional fee Extent considered in annual bonus. [ • ]% expense ratio. [ • ]% 12b–1 fee, revenue sharing (paid by fund/affiliate). [ • ]% of ongoing fees. Extent considered in annual bonus. N/A ................. Breakpoints (as applica...
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