Financial Literacy - Financial tuneup
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


Show Bankrate's community sharing policy
          Connect with us

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

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



Sheyna Steiner

Man loses $100K, learns valuable lesson

Traders can make a tidy profit short selling stocks. But they stand to lose everything. That just happened to one guy.  ... Read more

Partner Center

Connect with us