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

How do I repay IRA loan?

Dear Dr. Don, Hello, I read your column about short-term, 60-day loans from an individual retirement account. How do you withdraw funds from an IRA? Can a person redeposit the funds back into the same IRA? Or can the money... Read more

advertisement

Blog

Sheyna Steiner

‘Blackfish’ sinking SeaWorld stock?

Investors have turned tail and run from SeaWorld stock after this week's earnings report showed that revenue slipped in the second quarter.  ... Read more

Partner Center
advertisement

Connect with us