No-Load Fund

• GoodHaven Capital Management Launches No-Load GoodHaven Fund.

• Business Wire
• April 11, 2011

• No-Load Fund

• West's Encyclopedia of American Law
• Mc–Pl

• First No-Load, Open-End Hedge Fund Replication Mutual Fund Marks One-Year Anniversary.

• Business Wire
• July 13, 2009

• 17 CFR 240.3a4-3 - Exemption from the definition of “broker” for bank effecting transactions as an indenture trustee in a no-load money market fund.

• Code of Federal Regulations - Title 17: Commodity and Securities Exchanges

• Research and Markets: Investment Newsletters Bundle: Subscription Includes The Oberweis Report, Sy Harding's Street Smart Report, No-Load Fund X and Dick Davis Digest.

• Business Wire
• July 29, 2009

• The Daily Record News Briefs: August 17, 2011

Rowe Price offers Floating Rate Fund Mutual fund company T. Rowe Price Group Inc. said it has started the Floating Rate Fund, a new, no-load mutual fund for individual investors. The company said the fund (PRFRX) offers long-term investors potentially attractive yields, and some protection against interest rate risk, by investing in loans to below investment-grade companies. This is the second addition to T. Rowe Price's lineup of bond fund offerings this year, following the launch of the Emerging Markets Local Currency Bond Fund (PRELX).

• The Daily Record (Baltimore)
• August 24, 2011

• Purchase and Redemption Patterns of Us Equity Mutual Funds

I decompose net flows into purchase and redemption rates for a sample of equity funds. I find a strong relation between purchase rates and redemption rates indicating a significant clientele of rapid fund traders. I also find that investors punish poor performance with higher redemptions. Over my sample period, index funds display lower redemption rates than do actively managed funds. I find that load fund investors base fund-trading decisions on previous performance to a greater extent than do no-load fund investors. This result suggests that investment advisors and brokers play a significant role in increased mutual fund trading activity.

... with load fund redemptions than with noload redemptions. This result indicates longer holding ...

• Financial Management; Tampa
• Vol. 33 Nbr. 1, April 2004

• SSB Citi Launches No-Load Index Fund Family; 'Citi' Funds Available on New Cititrade Online Brokerage Platform.

• Business Wire
• November 13, 2000

• Load or No-Load Funds: The Debate Goes On

For more than two decades, one of the most enduring debates about mutual funds has centered on sales commissions. Which type of fund is better for an investor: a load fund, which includes a sales charge, or a no-load fund, which is commission-free? For the last decade, the debate has grown increasingly complex as loads have morphed into several varieties and some funds have replaced commissions with high annual fees. Moreover, even traditional no-load mutual funds are offered through brokerages that impose sales charges.

• The Record, Bergen County, NJ
• August 26, 2004

• AIG VALIC Launches New Low-Cost, No-Load Mutual Fund Platform in 403(b) Market.

• Business Wire
• October 01, 2007