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"The SEC Mutual Fund Cost Calculator" icon

The SEC Mutual Fund Cost Calculator

The Mutual Fund Cost Calculator enables investors to easily estimate and compare the costs of owning mutual funds. Factors that are considered include: the number of years needed to reach an investment goal, the type of stocks, bonds, or other securities that the fund buys, the risk of the fund, the fit between the fund and the investor's portfolio (diversification), the fund company or portfolio manager who runs the fund, the fund's track record or performance over time, and the types of services offered by the fund company. The user enters the various values.


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