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SIE: Equity Securities
SIE practice questioneasyFront-End/Back-End Loads

An investor purchases Class A shares of a mutual fund. Which of the following costs will most likely apply at the time of purchase?

  1. AContingent deferred sales charge
  2. BBack-end sales load
  3. CFront-end sales load✓ Correct answer
  4. DRedemption fee
Explanation

Why CFront-end sales load

A is correct because Class A shares typically charge a front-end load when purchased. B and C are associated with Class B shares, which have deferred or back-end loads. D is not a standard cost for Class A shares at purchase.

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