Investor Economics Insight March 2019

Mutual Fund Load Options in Canada

Investor and advisor preferences for different load options have been changing rapidly over the last decade. The swift move to fee-based compensation in the full-service brokerage channel, regulatory change and the ongoing success of the banks as mutual fund sponsors have all contributed to the sharp decline in the usage of load options with embedded point-of-sale commissions.
 
The March issue of Insight documents the asset growth, sales and redemptions by load option for different groups of companies. The Trendlines article examines growth trends in deposit products.