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This calculator can help you analyze the costs associated with buying shares in a mutual fund. By entering a few pieces of information, found in your fund’s prospectus, you can see the impact of fees and operating expenses on your investment. Javascript is required for this calculator. If you are using Internet Explorer, you may need to select to ‘Allow Blocked Content’ to view this calculator. For more information about these these financial calculators please visit: Dinkytown. Financial Calculators from KJE Computer Solutions, Inc. This entry is for informational purposes only, it will not affect the calculated results.

This entry is for informational purposes only, and will not affect the calculated results. The actual amount invested in the fund will be your initial investment minus any front-end sales charge. Other fees and commissions are not taken from this amount. We assume that other fees and commissions are paid separately, or as out-of-pocket expenses. The actual rate of return is largely dependent on the types of investments you select. 10 years ending December 31st 2017, had an annual compounded rate of return of 8.