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The Short Answer

Get the Lowdown on Load-Waived Fund Metrics

Data differentiate performance for investors who buy load-waived funds through retirement plans and other avenues.

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Question: Why does Morningstar.com include both load and load-waived share classes of funds? And how can I purchase shares in these funds without having to pay the load?

Adam Zoll does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.