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Financial Dictionary

 

Atlantic Financial
Investment Word

Loaded Mutual Fund

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A Loaded Mutual Fund is a fund that has an upfront charge to purchase or a charge to sell the shares rather than built in charges only. Please note that bottom line performance (net of fees) is far more important than the existence of a sales charge.

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Securities offered through Cantella & Co. Inc. Member FINRA/SIPC.

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 Atlantic Financial Inc. serves as a branch office of Cantella & Co. Inc. also known as an Office of Supervisory Jurisdiction all references to firm capabilities and securities offerings should be considered under the offering of Cantella & Co. Inc. as the broker dealer for Atlantic Financial Inc.

Mutual Funds are sold by Prospectus only. Please carefully consider investment objectives, risks, charges, and expenses before investing. Please request a Mutual Fund Prospectus and read it carefully before investing.


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