Calculators Suite


Mutual Fund Cost

One of the few investment outcomes that is completely in your control is expenses. All mutual funds have expenses, which can range from as low as 0.10% for an index fund to as high as 4.0% or more for more complex strategies. Choosing funds with lower expenses won't guarantee you a better overall return, but it will guarantee you lower expenses.

To analyze the expenses in your mutual fund portfolio, complete the form below and click Submit.

Found  matching funds. Click on a fund to add it to your selected choices.

Enter the ticker, CUSIP, or fund name of the mutual fund.
Ticker Cusip Fund Name
If you’re not sure of the exact name, you can enter the first few letters of the fund family and click ‘Add’ to bring up a list of funds to select from.