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Jan 23, 2010 10:09 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 3:32 pm

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 5:21 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 6:11 pm

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

Jan 25, 2010 7:05 pm
Kudlowfan:

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

No they don't...
Jan 25, 2010 7:11 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 7:21 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 7:23 pm
B24:

[quote=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.[/quote] Yeah everyone uses the "OTHER" blackrock and ivy funds, because this guy/girl has no idea...
Jan 25, 2010 9:22 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 9:26 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 26, 2010 12:04 am

Hartford, I think?

Jan 26, 2010 12:46 am

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 1:39 pm

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.