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Rating:List of Load-Waived Fund Offerings is Growing Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, March 1, 2010

List of Load-Waived Fund Offerings is Growing

News summary by MFWire's editors

In her article as part of The Wall Street Journal's monthly Investing in Funds special section, Karen Damato notes the increase in the number of fund firms offering load-waived products.

She cites the experience of Eaton Vance, which made such a move through Schwab's supermarket, about a year-and-a-half ago and after getting "little or no push-back" from advisors, the Boston fund firm made a similar move to cover nearly all the funds in its roster. It also did the same at TD Ameritrade.

Other firms that have load-waived products available through Schwab or TD Ameritrade include Principal FInancial, Calamos and Henderson Global Investors.  

Edited by: InvestmentWires Staff, 


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