Mutual Funds (US): Shareholder Fees
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Mutual Funds (US): Shareholder Fees

Intuition Publishing
Updated Sep 25, 2020

There are two categories of fees and expenses incurred by investors in mutual funds - shareholder fees that are paid directly out of investors' pockets and annual operating expenses that are paid out of fund assets. Shareholders fees encompasses front- and back-end loads, purchase and redemption fees, and other charges. Here we look at the key features of each fee subtype.