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  2. Sep 1, 2023 · While stock classes indicate the number of voting rights per share, mutual fund classes indicate the type and number of fees charged for the shares in a fund. Mutual fund companies can have seven ...

  3. Class K funds, sometimes called "institutional" funds, offer expense savings to institutional investors and qualified capital pools, like pensions and tax-deferred plans. Many large mutual fund families offer Class K mutual funds. Mutual Fund Expenses.

    • Laura Lemay
  4. Dec 30, 2023 · To help you figure out which share class of any given mutual fund is right for you, we’ll break down common share classes and offer some guidelines to keep in mind as you shop for funds.

  5. Here are some key characteristics of the most common mutual fund share classes offered to individual investors: Class A shares typically charge a front-end sales load, but they tend to have a lower 12b-1 fee and lower annual expenses than other mutual fund share classes.

  6. May 26, 2017 · When it comes to selecting mutual funds for a defined contribution (DC) plan’s investment menu, plan sponsors can encounter an alphabet soup of different share classes with varying fee structures sprinkled in—and that’s ultimately what sets them apart.

  7. May 31, 2013 · Load-waived funds are mutual fund share class alternatives to loaded funds, such as A share class funds. As the name suggests, the mutual fund load is not charged. Typically, these funds are offered in 401(k) plans where loaded funds are not an option.

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