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Mutual Fund Investment Details

Enter your mutual fund investment information to calculate total fees and their impact

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Fee Structure

Enter the fund's fee details (check the prospectus for accurate figures)

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Understanding Mutual Fund Fees

  • Expense Ratio: Annual operating expenses (includes management fee usually)
  • Front-End Load: Sales charge when you buy (max 8.5% legally)
  • Back-End Load: Fee when you sell (often decreases over time)
  • 12b-1 Fee: Marketing and distribution costs (max 1% annually)
  • Management Fee: Portfolio management costs (often included in expense ratio)

Cost-Saving Tips

  • Look for no-load funds to avoid front and back-end sales charges
  • Choose index funds with expense ratios below 0.50%
  • Consider ETFs as lower-cost alternatives to mutual funds
  • Use discount brokers that offer commission-free mutual fund trades

Results

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