Mutual Fund Calculator

Published: 4/25/2021 Last updated: 4/25/2021

Mutual Fund Calculator Definition

This mutual fund calculator will help you figure out your mutual fund annual and quarterly fees. This is free and easy to use with results instantly after clicking the calculate button. All the information is confidential and never tracked so feel safe and secure on this free calculator.

The first thing you need to do in order to figure out your annual and quarterly fees on the mutual fund calculator is to click the grey drop down arrow and select your mutual fund company. The first few series are the companies that start in numbers; these are in numerical order from lowest to highest. The next companies are all the companies beginning with an alphabet letter and they are in alphabetical order from A - Z to make it easy for you to select your mutual fund company.The next step is to type in your fund balance and then click CALCULATE. Below will be your results of expense cap, total annual fees and monthly annual fees. It will instantly show your results. If you have another mutual fund, just click the RESET button and start from the beginning.

Thanks for using our free Mutual Fund Calculator, hope you enjoyed it.