Mutual Fund Fees

Mutual Funds Background


Mutual funds(MF) have been around for decades and the fees have dramatically decreased over the last few decades, due to the rise in popularity of ETF's. 

MF got a bad reputation for charging a load to purchase the fund and after the bad press and regulation changes, they were still know for hiding the fees under section 12b-1. Expense ratios (another fee), also dropped over time and there are some low cost funds that are almost equivalent to ETF's


Recently, while researching investing in real estate, we learnt that the "same" investment was available through Fidelity. This gave us the added perception of confidence that the investment had pass Fidelity's compliance and scrutiny to be listed on their platform. However, after further investigation, we found the following info on their website.  




Fidelity Mutual Fund Fees

Source - https://fundresearch.fidelity.com/mutual-funds/fees-and-prices/66538B719








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