Today, Richard Oring of New Century Financial Group joins Jon Gay to explain the various fees associated with mutual funds.
We cover:
- What resources are there to find the costs and performance
- Investor.gov - https://www.investor.gov/
- Morningstar.com - https://www.morningstar.com/
- Fund Prospectus
- Definitions to know
- Front End Load
- Back End Load
- No Load
- Fund expenses:
- Management Fees
- Distribution/12b1 Fees
- Other
- Fund Fees
- Exchange Fee
- Ticket Charges
- Custodian Fees
- How to know if what I own or am looking at is appropriate for the fees I’m paying
- Questions you can ask your investment advisor
Resources:
Email Richard: ROring@ncfg.com
New Century Financial Group Website
Call Richard: 609-924-2049 x126
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