Mutual fund fee breakdown site

or Register to post new content in the forum

 

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Sep 2, 2013 11:17 pm


A while ago I was shown by a former colleague of mine a mutual fund website where you could enter any fund symbol and it would provide you with a complete breakdown of ALL the fees/expenses associate with this fund.



It was a great tool for showing clients the true fees they were paying on certain funds with their current advisor/money manager.  Many people are surprised when shown this site, i've found it to be incredibly helpful.



Does anyone know what this site is? I've completely forgotten the name/URL. I know you can go to places like morningstar, enter a symbol, and see the "expense ratio" but that doesn't tell the whole story.  Many clients or prospects find it useful to see the front load fee (if any), service fee (12b-1), management fee/trail, operating expense fee, etc. (!!!!) and all the other ridiculous and random fees that are hidden within the fund that many people fail to know about and managers fail to disclose... 



Any help would be great!



Thanks

May 5, 2014 2:11 pm

Hi Hedge! I believe the website you are looking for is personalfund.com.

Oct 1, 2015 5:58 am

investopedia.com or fidelity.com may be the sites you are searching for. Here you can find out the details about mutual fund fees and expenses.