Mutual Fund Calculator

Estimate mutual fund with transparent assumptions.

Choose a mutual-fund resultEstimate ending value or isolate fees.

2 options

Initial investment

Annual contribution

Rate of return

Holding length

years

Sales charge

Deferred sales charge

Operating expenses

Monthly contribution

ENDING VALUE$124,901.98

Total principal: $10,000.00; Total contributions: $80,000.00; Net return: $34,901.98; Sales charge: $300.00; Operating expenses: $4,500.00. Net IRR: 3.3315%.

Estimate based on the values shown

Formula checkedApplies sales load, annual operating expenses, recurring contributions, and deferred sales charge. Supports both annual and monthly contributions. Reports a contribution-adjusted net annual return.

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