Mutual Fund Fees

Financial Matters with Richard Oring

English - November 19, 2020 20:58 - 43 minutes - 29.8 MB - ★★★★★ - 13 ratings
Investing Business News Business News new jersey richard oring oring investments financial planning bonds ria risk 401k jon gay Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: More Money In Your Pocket and Less To Uncle Sam

Next Episode: The Psychology of Money

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 performanceInvestor.gov - https://www.investor.gov/Morningstar.com - https://www.morningstar.com/Fund ProspectusDefinitions to knowFront End LoadBack End LoadNo LoadFund expenses:Management FeesDistribution/12b1 FeesOtherFund FeesExchange FeeTicket ChargesCustodian FeesHow to know if what I own or am looking at is appropriate for the fees I’m payingQuestions you can ask your investment advisor

Resources:

Email Richard: [email protected]

New Century Financial Group Website

Call Richard: 609-924-2049 x126