How do expenses impact mutual fund returns?

It may surprise you how sales charges, management fees and lost opportunity cost can erode the total return on your mutual fund. Use this calculator to estimate the impact these charges may have on the growth of your investment.

Charges

Initial investment ($)

Front-end sales charge (0% to 100%)

Back-end sales charge (if any) (0% to 100%)

Annual operating expenses (0% to 100%)

Other fees and commissions ($)

Assumptions

Annual investment return (-12% to 12%)

Number of years for the analysis (1 to 30)

---

ResetSubmit