Analyzing Mutual Fund Fees and Expenses
The National Association of Securities Dealers (NASD) has developed a calculator to help determine the estimated rate of return for Mutual Funds considering operating expenses. They've allowed us to share access to it for your convenience.
Fees and expenses paid by investors can vary widely from fund to fund. Even small differences in expenses can make a big difference in return over time.
Using the analyzer, you can calculate the expenses of a mutual fund or compare two funds. You can find the information you will need to input into the analyzer in a fund's prospectus. Or, you can call your financial professional for assistance.
Click here to access the Mutual Fund Expense Analyzer.
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