Mutual Fund Fees

Financial Matters with Richard Oring

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: [e-mail]

New Century Financial Group Website

Call Richard: 609-924-2049 x126