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

          Connect with us
advertisement
CD & INVESTING NEWSLETTER

Learn the latest trends that will help grow your portfolio, plus tips on investing strategies. Delivered weekly.

CDs and Investment

Start retirement savings at 24?

Dear Dr. Don, At age 24, I recently started a job working for a corporation. I'm interested in individual retirement accounts. I'd like to look at investing in stocks and bonds and learn more about choosing a 401(k) plan.... Read more

advertisement

Blog

Jean Chatzky

Jean Chatzky: Bad month for the market?

How should you react to headlines that tell you a crash is imminent?  ... Read more

Partner Center
advertisement

Connect with us