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Fund Sales Process – Fees and Other Not So Fun(d) Stuff

Dashboard > Chapter 14: Finding the Fun in Funds > Fund Sales Process – Fees and Other Not So Fun(d) Stuff

Fund Sales Process – Fees and Other Not So Fun(d) Stuff

Mutual Fund Sales Process

Mutual Funds Letter Series

You have to know how to compute the sales charge for a loaded fund. Yep, that's the term that's used. Loaded. Love that visual image of a cocked and locked M-16. Your fund could be just as dangerous.

Sales charges are part of the Public Offering Price, or POP. It's basically a tack-on to the fund's NAV. The formula for computing the sales charge percentage is (POP—NAV) ÷ POP. There, that's easy enough.

A-Shares. These are funds that c...

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