The statistic presents the maximum front-end sales load incurred by mutual fund investors in the United States from 1990 to 2016, by fund type. The maximum front-end sales load charged by equity funds amounted to 5.4 percent of the invested assets in the United States in 2016. The maximum front-end sales loads are specified in the fund prospectus and indicate the highest entry fee that mutual funds can charge the investors. In reality the load values depend on a number of conditions and vary across fund management companies. The actual front-end sales loads paid by the investors were much lower than the fees defined in the fund prospectus.
Maximum front-end sales load incurred by mutual fund investors in the United States from 1990 to 2016, by fund type
The maximum front-end sales load is a simple average of the highest front-end load that funds may charge as set forth in their prospectuses.
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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ICI. (April 26, 2017). Maximum front-end sales load incurred by mutual fund investors in the United States from 1990 to 2016, by fund type [Graph]. In Statista. Retrieved December 24, 2024, from https://www.statista.com/statistics/331809/maximum-front-end-sales-load-mutual-fund-investors-usa/
ICI. "Maximum front-end sales load incurred by mutual fund investors in the United States from 1990 to 2016, by fund type." Chart. April 26, 2017. Statista. Accessed December 24, 2024. https://www.statista.com/statistics/331809/maximum-front-end-sales-load-mutual-fund-investors-usa/
ICI. (2017). Maximum front-end sales load incurred by mutual fund investors in the United States from 1990 to 2016, by fund type. Statista. Statista Inc.. Accessed: December 24, 2024. https://www.statista.com/statistics/331809/maximum-front-end-sales-load-mutual-fund-investors-usa/
ICI. "Maximum Front-end Sales Load Incurred by Mutual Fund Investors in The United States from 1990 to 2016, by Fund Type." Statista, Statista Inc., 26 Apr 2017, https://www.statista.com/statistics/331809/maximum-front-end-sales-load-mutual-fund-investors-usa/
ICI, Maximum front-end sales load incurred by mutual fund investors in the United States from 1990 to 2016, by fund type Statista, https://www.statista.com/statistics/331809/maximum-front-end-sales-load-mutual-fund-investors-usa/ (last visited December 24, 2024)
Maximum front-end sales load incurred by mutual fund investors in the United States from 1990 to 2016, by fund type [Graph], ICI, April 26, 2017. [Online]. Available: https://www.statista.com/statistics/331809/maximum-front-end-sales-load-mutual-fund-investors-usa/