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Mutual Fund Expense Calculator
Investment Data
Initial Investment
Anticipated Holding Period (Years)
Expected Return (Annualized)
Expenses
Expense Ratio (Annual)
12b-1 Fee (If Separate)
Front-End Sales Load
Deferred Sales Load and/or Redemption Fee
Intermediate Values
Funds Spent on Front-End Load
Funds Invested
Actual Return (Annualized)
Results
Final Value Before Deferred Sales Load
Deferred Sales Load
True Final Value
No Fee Value
Total Costs of Investing with Fees/ Loads
Total Loads Paid
Total Annual Fees Paid
Total Annual Fees and Loads Paid
Earnings Lost Due to Fees/ Loads