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Load fees and 12b-1 fees for MFs. Caleb mentioned load fees may be related to fundserv codes

Kyle Geers shared this idea 9 years ago
Completed

Add data for load fees and 12b-1 fees.


Clients requesting this data


Ethan Corman @ RoseCap

Kyle Reynolds @ Payne Wealth Partners

Replies (5)

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12b-1 is pretty straghtforward, the other we got to do more research on

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Load fees continue to be a hotly requested item

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The load fees are still pretty easy to access in M* API, fundserv code is only an issue for CAD MFs

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