Mutual Fund Expense Ratio Calculator
FAQs
Q1. What is a Mutual Fund Expense Ratio?
Yes. You can enter an annual increase percentage for your contributions to see how your future value changes. The expense ratio is the annual fee that mutual funds charge their investors, expressed as a percentage of assets under management.
Q2. How does the expense ratio affect my returns?
A. A higher expense ratio reduces your net returns over time, as it is deducted from the fund’s total assets annually.
Q3. Can this calculator account for yearly increases in contributions?
A. Yes. You can enter an annual increase percentage for your contributions to see how your future value changes.
Q4. Can I calculate based on different contribution periods?
A. Yes. The calculator supports monthly, weekly, quarterly, and yearly contributions.
Q5. Why is the “Value Without Expense Ratio” shown?
A. It allows you to compare your potential returns if there were no fund management costs, helping you understand the impact of fees.