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
CD & INVESTING NEWSLETTER

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

CDs and Investment

Move money to retirement account?

Dear Liz, Can I convert my regular investment account to a retirement account so that an investment made in that account is not taxed? If so, what type of retirement account can I choose? -- Jennifer Dear Jennifer, It's... Read more

advertisement

Blog

Jean Chatzky

Jean Chatzky: Learn to love stocks

These four steps can help get you started in the market slowly, but smartly.  ... Read more

Partner Center
advertisement

Connect with us