Expense Ratio Calculator

How the Expense Ratio Calculator Works

The Expense Ratio Calculator is a user-friendly tool designed for investors of all levels. Here’s a step-by-step guide on how to use it:

  1. Input Total Fund Expenses: Start by entering the total annual expenses of the investment fund, which typically include management fees, administrative costs, and other operational charges.

  2. Input Total Fund Assets: Specify the total assets under management for the investment fund. This represents the total value of the assets held within the fund.

  3. Calculate Expense Ratio: The calculator will instantly compute the expense ratio by dividing the total fund expenses by the total fund assets and multiplying the result by 100 to express the ratio as a percentage.

  4. Assess Investment Costs: Use the calculated expense ratio to evaluate the cost of owning the investment fund and compare it with other investment options.

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