Calculators Suite


ComputeResults

Mutual Fund Expense Calculator

Most people are aware that investing in mutual funds comes at a cost. Every fund has an "expense ratio" that estimates the effects of various fees on the fund's returns. But how much do your funds actually cost in dollars? Use this calculator to compare the impact of expenses on your investments, selecting one of the Homestead Funds and comparing it to another fund in the mutual fund universe (more than 18,000 to choose from).




Choose one Homestead Fund from the pull-down list, or enter a hypothetical net expense ratio manually.

By Fund     By Net Expense Ratio


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

Enter the ticker, CUSIP or fund name of a mutual fund you want to compare to Homestead, or enter a hypothetical net expense ratio manually.

By Fund     By Net Expense Ratio

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.


What is the amount of your initial investment or your current balance in the fund?

$

How much will you contribute annually?

$

Which approximate rate of return do you expect to earn?


For how many years do you expect to hold the fund?

  * required