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SIE: Investment Companies & Packaged Products
SIE practice questioneasyOpen-end Mutual Funds - Loads

Which share class of mutual funds usually imposes a contingent deferred sales charge (CDSC)?

  1. AClass C shares
  2. BClass A shares
  3. CClass B shares✓ Correct answer
  4. DNo-load shares
Explanation

Why CClass B shares

Class B shares have a back-end load in the form of a CDSC if shares are redeemed early. Class A shares have front-end loads, C shares often have level loads, and no-load funds have no sales charges.

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