load fund

(redirected from Loaded Mutual Funds)
Also found in: Financial.

load′ fund`


n.
a mutual fund that carries transaction charges, usu. a percentage of the initial investment.
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References in periodicals archive ?
1) Loaded mutual funds: "It's important that I tell you the funds I've recommend for your portfolio are what's called 'managed mutual funds,' and they charge significantly higher management fees than some index funds or ETFs that hold essentially the same stocks.
According to White House estimates, the cost of this conflicted advice amounts to $17 billion annually in fees paid by unwitting savers for products like (http://www.bloomberg.com/news/articles/2012-04-30/the-worst-deal-in-mutual-funds-faces-a-reckoning) loaded mutual funds .
Variable annuities also can be less expensive than using loaded mutual funds where the upfront lee can be more than 5%.