M.E.R. Fee Calculator

mutual fund fee pie chartThis calculator will help you evaluate the impact of M.E.R. fees on your investments. Enter your particular funds’ M.E.R. fee below. If you don’t know it, look for it in the prospectus or on the fund profile. You can also search for it online at the Fund Library. Typically M.E.R. fees will not be itemized on your account statements. Consult with a licensed investment advisor to learn more about M.E.R. fees and how they may affect your investments.

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Evaluate a single fund or compare 2 funds side by side:
FUND COMPARISON FUND A
1

Your Initial Deposit:

Enter a starting balance to calculate MER fees over time

$
2

Yearly Contributions:

Enter a yearly investment amount or else leave as “0”

$
3

Avg. Rate of Return:

Yearly earnings from your mutual fund acct. statement

%
4

MER Fee Expenses:

Listed in prospectus, but average between 2% to 3%

%
5

Investment Term:

Measure impact of MER fee over different time intervals

years
$
6

Management Cost:

Total MER fees deducted over investment time period

$
F
f
$
7

Lost Earnings:

Impact of MER fee measured by loss of potential earnings

$
FUND B
$
$
%
%
years
$
$
F
f
$
$


DISCLAIMER: The administrator and owner of this website take no responsibility for any financial decisions made based upon the use of this calculator. The information provided by this calculator is intended solely for general information and educational purposes. Rates of return may fluctuate over time and especially for long-term investments. Final calculated results are not guaranteed to be completely accurate and are in no way endorsed, offered or guaranteed by Savii Financial Concepts. Copyright© 2017 Saviifinancial.com

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