Mutual Fund Fee Calculator

Fund Fees: Lower Costs Matter

Many investors don't look closely at fund fees and may not realize how the costs can add up over time. While important during all types of markets, low fees are especially important during times of market volatility. At AARP Funds, we keep fund fees low, and in fact, low fees are one of the guiding principles in how we manage our funds. Try one of the calculators below to estimate the cost of investing or compare the expenses of up to three funds.

SEC Mutual Fund Fee Comparison Calculator

Estimates the cost of investing in a mutual fund based on information you provide. From SEC.gov.

FINRA Mutual Fund Expense Analyzer

Compare the expenses of up to three Exchange Traded Funds, mutual funds or share classes of the same mutual fund. From FINRA.org

The Financial Advisors are investment adviser representatives of AARP Financial Inc., an investment adviser.

While AARP endorses the services provided by AARP Financial Inc., AARP does not offer financial products or services itself and cannot recommend that you or any specific individual should purchase any particular product or service. AARP Financial Inc. is an investment adviser and a subsidiary of AARP.