Fidelity advisor funds sales charge
[DOC File]METHOD - Furman University
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The term “load” has traditionally referred to an up-front sales charge (as a percent of initial investment) paid by the investor to the mutual fund company at the initial purchase. Recently, however, fund companies have developed additional types of load funds (e.g., contingent deferred sales charge …
[DOC File]Mutual Fund Course Answers
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As a shareholder, you are an owner of the fund. In this case, Fidelity advises Fidelity Magellan Fund, but the fund's shareholders collectively own it, with Magellan's board of directors, representing their interests. 4. B is Correct. Mutual funds …
[DOC File]Introduction - Furman University
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In the case of contingent deferred sales charge funds, the 12b-1 fee is used to repay the fund sponsor for paying the intermediary's commission at the time of the sale. With level load funds, advisors are …
[DOC File]White Oak Financial Group | Financial Management Firm in ...
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Fidelity generally does not charge its Advisor Clients separately for custody services but is compensated by the Advisor Client or the Advisor Client’s account holders through commissions and other transaction-related or asset-based fees for securities trades that are executed through Fidelity or that settle into Fidelity …
[DOC File]How to Purchase a Fund - bivio
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Or your advisor may forego a fee and instead earn a commission by investing your money in what are called load funds. A load, or sales charge, is deducted from your investment when you buy or sell shares, depending on the fee structure. This load is used to compensate the advisor …
[DOC File]Microsoft Word - 2019.04.01 Participant Investment Change ...
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American Funds American Balanced R6. RGVGX. American Funds US Government Sec R6. QLSGX. ... Fidelity Advisor Total Bond Z. DWFIX. DFA World ex US Government Fxd Inc Instl. DFFVX. ... Charge. Maximum Sales Charge…
[DOC File]SUMMARY PLAN DESCRIPTION
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Investment fees are generally assessed as a percentage of assets invested, and are deducted directly from your investment returns. Investment fees can be in the form of sales charges, loads, commissions, 12b-1 fees, or management fees. Certain of these Investment fees may not apply depending upon the funds …
[DOC File]TITLE PAGE
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Fidelity offers all Fidelity mutual funds plus 15 other funds. They do not charge a fee for investment “counsel”, but do offer an independent advisor service for an additional fee. On average, the Fidelity funds have good Morningstar ratings (above 3 stars), low expense ratios (less than 1%), and most funds …
INFORMATION
Fidelity Advisor World Funds Fidelity Advisor World Funds (Bermuda) Ltd. Fund Fidelity Funds. fund A specific portfolio of assets and liabilities within the Fund managed in accordance with the investment …
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