It helps to visualize your long-term returns. With the help of our mutual fund calculator below, you can calculate your mutual fund returns years down the road. Our calculator shows you the power of compounding, while factoring in inflation and tax rates. Here’s how it works: Enter the n...
to enter the correct deferred sales charge for the number of years you will be holding this fund. Deferred sales charges can be calculated with either the original investment amount or the ending balance. This calculator assumes that this fee is calculated as a percentage of the investment ...
Visualization of results: The mutual fund calculator presents the estimated returns in various formats, such as a total investment value, growth percentage, and graphical representations. It may also provide a breakdown of the principal amount, gains, and the impact of expenses on the investment. ...
This mutual fund calculator is a helpful tool that allows you to find the amount of money you will have when an investment in mutual funds matures. Once all of the necessary data has been given to the calculator, you will be able to find your mutual fund return - how much money you ea...
The calculator requires you to enter a few known values about the cost of the fund and your initial investment, plus your best guess for future gains (and new investments). Current Day Inputs Initial Investment:Enter how much you initially purchase of the ETF, mutual fund, or other fund on...
Expense Ratio Calculator – Excel Template Mutual Fund Expense Ratio Calculation Example Expand + What is Expense Ratio? The Expense Ratio represents the total operating costs incurred by a mutual fund as a percentage of its average value of net assets managed. In practice, the expense ratio matte...
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A load fund is one that charges a percentage of NAV for exit. That is each time one sells units in the fund a charge will be payable, it is called exit load. What is Repurchase Price? Repurchase Price is the price at which a close-ended scheme repurchases its units. May include Back...
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Look into our Mutual Funds glossary section to know the definitions of Mutual Fund and other related financial terms commonly associated with Mutual Fund Investments.