Effective Rate & Mutual Fund Fee Calculator

True cost of investments.

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This calculator is coming soon. Check back later or try another tool.

What is it?

The effective rate and mutual fund fee calculator shows the true cost of investing when fees (expense ratio, loads) are taken into account over time.

How it works

Enter your investment amount, expected return, and fee percentage. The calculator shows how much fees reduce your ending balance over the years.

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