Managed Funds Fee Calculator |
Managed fund fees have come under the spotlight since several academic studies showed that actively managed funds consistently underperform passive index funds. This is simply because all that work in trying to pick winners costs more than it's worth.
Here is a free managed fund fee calculator that you can use to compare the total fees for the lifetime of your investment. Over time, and with large investments the numbers add up quickly.
The great thing about this calculator is that it includes the effects of compounding fund growth and reinvested distributions both of which increase the fund management fee over time. The calculator makes two calculations: first your theoretical gross return with absolutely no fees, then your actual return with all the fees factored in. The difference is how much you lose in fees, inluding the opportunity cost of not investing that money.
Managed Funds Fee Calculator| Transaction Costs | Fund 1 | Fund 2 | Fund 3 | |
|---|---|---|---|---|
| Amount Invested | $ | |||
| Length Of Investment | yrs | |||
| Gross Return | % | |||
| Management Fee | % / yr | |||
| Buy Spread | % | |||
| Sell Spread | % | |||
| Brokerage | $ | |||
| Money Out (No Fees) | 14026 | 14026 | 14026 | $ |
| Money Out (With Fees) | 13734 | 13507 | 13315 | $ |
| Cost of Investment | 292 | 519 | 711 | $ |
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About Roger Keays
 |
Roger Keays is an artist, an engineer, and a student of life. He has no fixed address and has left footprints on 40-something different countries around the world. Roger is addicted to surfing. His other interests are music, psychology, languages, the proper use of semicolons, and finding good food. |
