Mutual Fund Trails

or Register to post new content in the forum

13 RepliesJump to last post

 

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Jan 23, 2010 5:09 pm

I'm finding some C shares will start paying trails in the next quarter but many will wait a year until they start paying.

 
Which mutual funds start paying trails immediately and which ones don't?
 
 
Jan 24, 2010 10:32 am

I always thought all C shares paid 1% and then a trail after 1 year.   Most pay .5 to 1% in trails.



If there are C shares that pay 1% upfront and 1% immediately as a trail.....please pass that info along!

Jan 24, 2010 12:21 pm

As far as i know, the fund families that pay immediate trails, like Legg Mason, dont pay anything up front. Also dont have back end cdsc

Jan 25, 2010 1:11 pm

I've found Ivy and BlackRock pays 1% upfront and 1% immediately quarterly so .25%

Jan 25, 2010 2:05 pm
Kudlowfan:

I've found Ivy and BlackRock pays 1% upfront and 1% immediately quarterly so .25%


No they don't...
Jan 25, 2010 2:11 pm
Kudlowfan:

I've found Ivy and BlackRock pays 1% upfront and 1% immediately quarterly so .25%






 
Yeah you have no idea what you are talking about... Ivy pays 1% up front on C shares then quarterly starting in 13 month...
 
Now they may pay immediately on A shares, but not on C.
Jan 25, 2010 2:21 pm
Kudlowfan:

I've found Ivy and BlackRock pays 1% upfront and 1% immediately quarterly so .25%

 
Wow, I guess I use the other Blackrock and IVY funds.  Mine pay 1% upfront and 1% after a year.
Jan 25, 2010 2:23 pm
B24:
Kudlowfan:

I've found Ivy and BlackRock pays 1% upfront and 1% immediately quarterly so .25%

 
Wow, I guess I use the other Blackrock and IVY funds.  Mine pay 1% upfront and 1% after a year.

Yeah everyone uses the "OTHER" blackrock and ivy funds, because this guy/girl has no idea...
Jan 25, 2010 4:22 pm

Well that's I asked the friggin question dumfk.  I'm sitting here looking at my commission report with Black Rock C share mutual fund trails from mutual funds I sold 3 months ago.  I've never used black rock funds in the past.  You think I should give the trails back?

Jan 25, 2010 4:26 pm

Depending on what firm you are with it is possible that your firm holds the 1% and gives it to you in quarters for the first year... If not state your fund...

Jan 25, 2010 7:04 pm

Hartford, I think?

Jan 25, 2010 7:46 pm

Do we have any confirmation on any of these funds ? There is no way a C share pays you 1% and immediate trails. If so, I am in !! I don't care if its Putnam !! LOL!

Jan 26, 2010 8:39 am

Yeah we have confirmation.. It doesn't happen, unless they raise the CDSC to 2%.. which they wouldn't because then funds would have 2.5-3.5% fees.