12b-1 fees

RECENT NEWS
Wall Street Journal  Dec 19  Comment 
Jason Zweig explores alternatives to a fee that has raised $140 billion since 1990.
Index Universe  May 19  Comment 
SEC study shows fees have not provided their intended benefits to fund investors. Index investors have traditionally eschewed what they consider the dead weight costs of 12b-1 fees, and it appears the SEC agrees with them. The SEC is currently...




 

An annual marketing or distribution fee on a mutual fund. The 12b-1 fee is considered an operational expense and, as such, is included in a fund's expense ratio. It is generally between 0.25-1% (the maximum allowed) of a fund's net assets. The fee gets its name from a section in the Investment Company Act of 1940

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