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Definition

Back-End Load

A sales fee charged when selling shares of a mutual fund.

Written by Jere Salmisto·Reviewed by CalcFi Editorial·Last verified: 2026-05-13
TL;DR

Back-End Load is A sales fee charged when selling shares of a mutual fund. Used in investing.

What Is Back-End Load?

A back-end load is a sales charge (also called a "deferred sales charge") applied when you sell shares of a mutual fund. Back-end loads incentivize long-term holding; the longer you hold, the lower the fee (often declining to zero after 5+ years). Back-end loads reduce the amount of proceeds you receive when selling. Many funds have moved away from back-end loads toward other fee structures due to fee transparency regulations. When evaluating funds, always check expense ratios and loads; low-cost index funds typically have no loads at all.

Related Terms

Mutual Fund
A pooled investment vehicle managed by professionals, holding a basket of securities.
Expense Ratio
The annual fee charged by a fund, expressed as a percentage of assets.

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