What Should Investors Expect from Load Mutual Funds?
What Should Investors Expect from Load Mutual Funds?
Investors who buy through brokers or advisors like to receive the professional investment advice and assistance that they offer. Very often, brokers can prevent their customers from panicking when things look bad. They also recommend investments that they consider suitable for their customers.
Things To Know
A broker or advisor can help you to clarify your objectives. He or she also advises you of the optimum mix of investments that would best meet your short-, intermediate-, and long-term goals. With professional help, you can figure out your risk tolerance. By helping you to assess your objectives and risk tolerance, a broker or advisor can steer you toward mutual funds and other investments with which you are comfortable.
An advisor can also help you find funds with good performance histories. Since advisors have more access to research than does the average investor, some investors find their services worth the price. In addition, load funds make up a large part of the mutual fund family, and those who buy them can find some very good investment opportunities.
In today’s competitive arena, most fund families now offer an advisors’ class of shares with either no load or a low load for investors who would rather pay a fee than a commission for advice.
