Shareholder fee or annual expense?
Exercise and reference answers
- Items
- Group
- Shareholder
- Item
- Front-end load
- Group
- Annual
- Item
- Management fee
- Group
- Shareholder
- Item
- Redemption fee
- Group
- Annual
- Item
- 12b-1 fee
- Group
- Shareholder
- Item
- Exchange fee
- Group
- Annual
- Item
- Other expenses
- Group
- Shareholder
- Item
- Account fee
- Group
- Shareholder
- Item
- Purchase fee
- Groups
- Item
- Shareholder
- Item
- Annual
- Instructions
- Steer each falling charge onto its own kind. Alike charges merge and grow.
Explanation
_Source: US SEC Office of Investor Education and Advocacy, "Mutual Funds and ETFs: A Guide for Investors", section Fees and Expenses_