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Mutual Fund Cost Calculator

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More News
July 9, 2002
Our new study, Mutual Fund Costs: Risk Without Reward looks at the last ten years of mutual fund returns. The paper sheds new light on the relationship between expense ratios, turnover and performance. It illustrates even more clearly what this site has been saying all along: Low cost funds tend to have higher average returns, greater odds for superior performance, and a lower risk of inferior performance than do high cost funds.

Using some of the results of the study, we also update this web site to give improved estimates of transaction costs for different types of funds. See the study for more details"