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Mutual Fund Cost Calculator

Mutual Fund Cost Calculator

Mutual fund costs reduce returns to investors, so it’s important to compare the costs of owning different mutual funds to see how those costs add up over time.

Fund prospectuses include cost data in a standardized fee table to facilitate comparisons. Online cost calculators also are available, including the Fund Analyzer from the Financial Industry Regulatory Authority (FINRA).

We have provided this information as a service to investors.  It is neither a legal interpretation nor a statement of SEC policy.  If you have questions concerning the meaning or application of a particular law or rule, please consult with an attorney who specializes in securities law.