B-Shares

  

See A-Shares.

Currently, there are a few flavors of shares out there, including A, B, and C shares (yeah, the person naming these could have used a few pointers). The basic idea behind B-shares is that they are a class of mutual fund. What makes them different? If you buy 'em, you only have to pay fees when you sell the mutual fund. On the one hand, you're paying fees on a bigger amount because you've been socking money away in your fund and your fund has been growing (we hope). But on the plus side, you've had a chance to grow your fund without paying those pesky fees all the time.

The technical jargon around this name is "contingent deferred sales charge."

Related or Semi-related Video

Finance: What is a Back End Load?1 Views

00:00

Finance a la shmoop... what is a back-end load? ok people there has to be a diaper

00:08

joke in here somewhere doesn't their nappies maybe okay nevermind spoil [Baby boy wearing a nappy]

00:12

sports you people are no fun.. back end load refers to the commission charged

00:16

when an owner of a mutual fund sells their mutual fund shares you know way

00:20

less jokey the back end load is structurally a different type of share

00:25

called a B-share and yes we have an opus video on the term you should check

00:30

it out so why would you choose a back-end load over a front-end load well

00:35

if you pay your commission on a thousand dollars invested to you know start out

00:40

on your mutual fund investing sojourn well you start your compounding there

00:44

within a safe 970 dollars after having paid the three

00:48

percent commission there you compound away on a lower starting nut than you [Front end load calculations]

00:53

would have had you paid your commission at the end the problem well say you held

00:58

the fund 15 years you started with a grand ie not nine seventy because

01:03

there was no commission when you became an owner of the shares of the fun you're

01:07

gonna do the B shares take the back end load and after 15 years that grant

01:11

doubled three times to become two then four then eight grand in value now you

01:15

pay a commission is it three percent still well in some funds it might be so

01:20

then you're paying three percent on eight grand or a total commission of two

01:23

hundred forty dollars instead of the thirty bucks you could have paid upfront

01:28

have you just bitten the bullet in the beginning and bought a shares [A and B share commission value]

01:31

well tons of gimmicks crawl around out there when you're buying mutual funds [Ants crawling through cracks on the floor]

01:35

hoping to get you to pay up for the brokers right? brokers got to live but

01:39

well you just got to understand what you're being sold and some of those

01:42

brokers well they have babies at home and you know they need to pamper them [man holding a diaper]

01:47

with back-end loads

Up Next

Finance: What is a Contingent Deferred Sales Charge?
10 Views

What is a Contingent Deferred Sales Charge? A Contingent Deferred Sales Charge is a fancy name for a back load fee for mutual fund B shares. Basica...

Finance: What is the Difference Between Load and No Load?
45 Views

What is the difference between load and no load? Load and no load are terms used for different mutual funds. Load mutual funds charge a fee or comm...

Finance: What does a stock broker do?
19 Views

What does a stockbroker do? Stockbrokers use money from investors to invest in the stock market. Their first job is to go out and find these client...

Find other enlightening terms in Shmoop Finance Genius Bar(f)