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Load-adjusted Return

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A load-adjusted return is the investment return on a mutual fund adjusted for loads and certain other charges, such as 12b-1 fees (advertising/marketing fees). A load is a sales charge levied on shares purchased or on shares sold. A fund with a load-adjusted return is called a load fund. The load-adjusted return is calculated for a specific time period, usually one year. The adjustment will occur downward, meaning that the load-adjusted return is less than the return would be if there were no load. For example, if the return before the load were 10 percent, and the load were 1 percent, the load-adjusted return would be 9 percent. The load-adjusted return of a fund is often advertised for marketing purposes.



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