Fee Impact Calculator:
Based on the inputs you've made, fees are projected to cost you:
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Disclosure: Past returns are not a guarantee of future returns.
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Fee Impact Calculator
Investments are great. But fees can make them less great - To see how much less great, try this Finn-tastic tool.
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Initial Amount
If you already have investments, enter that initial amount here.
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Gross Rate of Return
Investments should be expected to generate a rate of return. Historically, a reasonable Rate of Return should fall within a range from a low 0% to a high of 12%. A "Gross" Rate of Return is the rate earned before the impact of fees.
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Annual Contribution
Do you plan on making recurring annual contributions to your investment account? If yes, enter that amount here.
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Length of Your Plan
How many years is your plan for?
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Expense Ratio
Mutual Funds and ETF's come with embedded fees, known as Expense Ratios. The general range is from a low 0.02% to a high of 2.50%, which is then multipled by the total value of your account. They are sneaky fees - no bills are sent - the cost is automatically siphoned from your portfolio. All Funds and ETF's are required by law to disclose and publish Expense Ratios.

UND 1.92% ERS 0.23% TAN 0.45% DWH 0.83% ATY 2.56% OUA 7.45% REP 0.01% AYI 4.22% NG 7.12%

UND 1.92% ERS 0.23% TAN 0.45% DWH 0.83% ATY 2.56% OUA 7.45% REP 0.01% AYI 4.22% NG 7.12%