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A level load pays for fund marketing, distribution, and servicing In comparison, ... Example of a Level Load . Consider an investor that invests $100,000 in the XYZ Company mutual fund.
Deferred Loads and 12b-1 Fees . A fund or class with a contingent deferred sales load typically will also have an annual 12b-1 fee.Fees known as 12b-1 are paid by the fund to cover distribution ...