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Managing the Load Fund: It's Not if You'll Pay Fees, but When
The Washington Post; subscription may be required
Aug. 8, 2005
Excerpt: You've committed to investing, figured out your asset allocation and chosen to buy mutual funds through a broker. Think all your big decisions are made? Not quite. If you're working with a typical broker, chances are you'll wind up buying load funds, and the share class you purchase will determine how you pay your adviser's fee: upfront, when you sell your shares, or over time for as long as you own the fund. Which share class is right for you depends on your investment strategy.
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