The A B C’s of Mutual Funds

Money Guy Show

Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors

Education, Retirement, Moneyadvice, Investing, Savingmoney, Personalfinance, Business

4.6 • 2.8K Ratings

🗓️ 22 March 2013

⏱️ 37 minutes

🔗️ Recording | iTunes | RSS

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Summary

When investing in mutual funds, you normally choose between Class A, Class B or Class C. The main difference in these options is the fees that you will be charged and how they are charged. A good way to understand how these fees work is to look at the funds one by one and determine which plan is best for you financially.

Transcript

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0:00.0	It's Brian Preston, The Money Guy, restoring order to your financial chaos, retirement,
0:07.0	investing, taxing.
0:09.0	You've got financial questions, he's got financial answers.
0:12.6	It's Brian Preston, The Money Guy.
0:16.3	So today's show is kind of driven by, we have a brand new podcast client who came to us
0:22.0	and she said, you know, guys, I've been hooked on The Money Guy show since I listened
0:27.2	to the show y'all did on class of shares, talking about A shares, B shares, C shares,
0:32.2	as well as what no load shares are.
0:33.8	And what was that like two, two, three years ago, maybe one of those shares?
0:36.2	I think it might have been like four years ago.
0:37.9	That's the thing is that we realized when she shared that with us is that we were like,
0:43.5	wow, things that we just take for granted, that everybody knows, it's not out there that
0:48.8	easily.
0:49.8	So we decided what we would want to do is kind of double back, to kind of go back in time
0:53.2	to what we did four years ago, but we didn't do this a smart way.
0:56.2	We didn't go pull our old show notes and try to do it in an efficient, benchmarking way
1:00.5	like that.
1:01.5	We decided to completely recreate the will.
1:03.0	So what we're going to do is we're going to kind of, and I think it's probably, I'm sure
1:05.8	I did that show, maybe Bo, you weren't even an active participant.
1:08.8	No, I think I was here.
1:09.8	I wasn't active.
	...

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