Mutual Fund Expenses

All mutual funds are not created equal. Some offer fees that are much higher than others. Often, unfortunately, it can be difficult to figure out the costs charged in a mutual fund. Fortunately, using the tools below you can easily figure out what kind of fees are being charged in a mutual fund investment. A 20 year old with a $25,000 401(k) balance, who was charged 1% additional fees in a mutual fund (total return of 11% instead of 10%) could have nearly 2 million less in his 401(k) at retirement. Use the great tool below to learn more about the fees charged.

  1. is a great tool provided by FINRA that allows you to assess the fees in a 401(k) before investing in it.
  2. is a great guide to understanding mutual fund fees.