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Mullooly Asset Management, Inc

Mullooly Asset Management

Fiduciary Fee-Only Financial Planner | Investment Advisor in Wall, NJ

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Timothy Mullooly on 12b-1 Fees

What are 12b-1 Fees?

November 2, 2015 by Brendan Mullooly, CFP®

Have you heard of 12b-1 fees before? If you invest in mutual funds, I hope you have. You’ll find these fees on a fund prospectus or a website like Morningstar. In this week’s video, Tim shares the basics on 12b-1 fees.

12b-1 fees draw their name from the section of the Investment Company Act of 1940 which gave them life. If a mutual fund has 12b-1 fees, they are paid by all fund holders as part of the expense ratio. They are supposed to cover the annual costs associated with marketing the fund, including distribution. The fees typically range anywhere from 0.25%-1%, and funds with expense ratios lower than 0.25% are deemed no-load.

It is absolutely critical to understand the costs associated with any type of investment.

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Filed Under: Asset Management, Videos Tagged With: mutual funds

About Brendan Mullooly, CFP®

Brendan Mullooly is a CERTIFIED FINANCIAL PLANNER™professional with Mullooly Asset Management, Inc.

1971 State Route 34, Suite 102
Wall Township, NJ 07719

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The information on this website and blog do not involve the rendering of personalized investment advice. A professional advisor should be consulted before implementing any of the options presented. None of the content contained in this website should be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.

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