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- •Try different scenarios to understand how changes affect your results.
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- •Use the results as a starting point for conversations with financial advisors.
- •Bookmark this page and revisit quarterly to track your progress toward goals.
The Mutual Fund Calculator helps you make informed decisions by calculating mutual fund-related values. Calculate the future value of your mutual fund investment accounting for fees and contributions.
Step-by-Step Instructions
Enter your investment amounts, expected returns, and time horizons in the input fields.
Review the calculated results displayed in real-time.
Compare different scenarios using the comparison view.
Apply the insights to your financial decisions.
When you want to project the growth of a mutual fund investment while factoring in the impact of recurring fees and sales charges.
- •Investors
- •Retirement Savers
- •Financial Planners
Scenario
An investor contributes $500 monthly to a fund with a 5.75% front-end load and 1% expense ratio. They want to see the net growth over 20 years.
Outcome
The calculator shows the significant reduction in final balance caused by the high load and expense ratio compared to a no-load, low-fee alternative.
Still have questions? Check our financial glossary for definitions or explore our learning resources.
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