Financial Literacy - Financial tuneup
investing
Worksheet: Paying too much in fees?

Taxes and fees will make Swiss cheese out of the best laid investing plans. To a certain extent, paying taxes is inevitable, but you can control fees. Use this work sheet to compare the fees in prospective investments. Check out your fund's prospectus to get this information and find out which will be the lowest cost.

Download PDF


Fund 1Fund 2Fund 3
Fund name
Front-end load (Sales charge)
Back-end load (Contingent deferred sales charge)
Account maintenance
Purchase fee
Exchange fee
Redemption fee
12b-1 fee
Other expenses
Total annual fund operating expenses (expense ratio)

View worksheet archive

« Back to the Financial Tuneup table of contents

advertisement

Show Bankrate's community sharing policy
          Connect with us
advertisement
advertisement

CDs and Investment

Can heirs cash an old trust?

Dear Dr. Don, The youngest of 6 children, I am 48 years old. My father joined the Navy at 22. In Italy, he met his bride and my mother, and returned to the U.S. to raise our family. In 1959, he bought a trust certificate... Read more

advertisement

Blog

Mark Hamrick

Market takes a bite out of Apple

Apple, among a group of four companies dubbed "FANG" by CNBC's Jim Cramer, has seen its shares decline sharply after reporting its 1st drop in quarterly revenue in 13 years.  ... Read more


Connect with us