Mutual Fund Expense Calculator
Mutual Fund Expense Calculator
See the impact of fund fees and expenses on your investment.
What This Number Means
This fee impact is only one part of the decision. Before you invest, consider:
How much fund fees and expenses reduce your returns
The dollar cost of expenses over your holding period
Whether a lower-cost fund would meaningfully change your outcome
How expense ratios compare across fund options
Whether the fund's performance justifies its cost
How to Use This Calculator
1
Enter your investment amount: Input the amount invested in the fund.
2
Add the fund's expense ratio: Enter the fund's annual expense ratio.
3
Set your time horizon: Enter how many years you plan to hold the investment.
4
Review the impact on returns: See how fees and expenses affect your investment over time.
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