Calculate the impact of fees. This mutual fund fees calculator can help analyze the costs associated with buying shares in a mutual fund. By entering a few pieces of information, found in the fund ...
Investment Calculator Making consistent investments over a number of years can be an effective strategy to accumulate wealth. Even small additions to your investment can add up over time.
The Cost Calculator takes the mystery and math out of the cost equation, revealing how costs add up over time. Mutual fund costs take a big chunk out of any investor's return. That's why it's important for investors to know what costs they are paying, and which cost structure is best for them.
The SEC Cost Calculator estimates the cost of investing in a mutual fund based on information you provide. The results should be compared for several funds or different classes of a single fund. Before you begin, take out the prospectus or profile for the funds you want to evaluate.
The cost basis represents the original value of an asset that has been adjusted for stock splits, dividends and capital distributions.It is important for tax purposes because the value of the cost ...
"To see how your current fund's expenses cut into your future gains, check personalfund.com" – Jane Bryant Quinn, Newsweek "The best fund expense calculator on the web" – Forbes "[personalfund.com] does more than simply point out expensive funds, it offers solutions..." – Knight-Ridder Newspapers
To calculate these yearly costs, the calculator takes the current annual college cost and adjusts for inflation using the college inflation rate specified. Costs you plan to fund: This is the portion of projected college costs you plan to cover (your savings goal).
The Fund Analyzer offers information and analysis on over 18,000 mutual funds, exchange traded funds (ETFs) and exchange traded notes (ETNs). This tool estimates the value of the funds and impact of fees and expenses on your investment, and also allows you to look up applicable fees and available discounts for funds.
Click on Fact Sheet, and you will see the fund’s costs and be able to plug it into the calculator above. Or, this information should be listed on the fund’s website as well. Although heads up!
Controlling costs is smart, because costs reduce your net investment returns. Use this tool to compare two funds, see how their costs could erode returns, and find out how much more the higher-cost fund would have to return to outperform the lower-cost fund.