When Should Mutual Funds Close? (Forbes)Some funds get bloated by assets and performance suffers. Talented large-cap managers can handle more money; small-cap funds should close at $1 billion.
SURREY, BRITISH COLUMBIA– - Coast Capital Savings, Canada’s second largest credit union, has launched a new family of six mutual funds, the Low-Fee, More-for-me Mutual Funds, created in partnership with global investment management firm SEI .Coast Capital Savings Introduces Low-Fee, More-for-Me Mutual Funds (CCNMatthews Finance)
No Load Funds vs Load Funds: Conflict of Broker And Client .The 12b-1 marketing fee should be disclosed in the funds prospectus and under the fund operational expense ratio, but load fees are not normally disclosed the same way because these are paid to brokers or financial advisers, . With no load funds you do not use a broker but instead make your own investment decisions and invest in the mutual funds directly. It is not possible for there to be a conflict of interest, because there are no broker commissions or load fees paid .