Personal Fund

Utilize our mutual fund cost calculator to obtain the most complete turnkey analysis on the cost handicap of owning mutual funds. We provide you with important information that is worth thousands of dollars to help you invest with confidence and transparency. We understand that your investment portfolio and the wealth that you have accumulated is of the utmost importance. Thus, we strive to help you invest with lower fees and taxes to prevent implicating your results. Subscribe to our mutual fund investment services for a successful financial future.

Products & Services:

• Detailed costs reports on mutual funds and ETFs
• Portfolio tool which reports on costs and taxes of an entire portfolio of mutual funds and ETFs
• Fund screener which provides lists of lowest-cost funds and ETFs matching the user’s search criteria
• Investment tax rate estimator

Learn more about Personal Fund adviser resources, individual investors resources, mutual fund glossary and Personal Fund categories on our website.