Fee Impact Simulator

See the difference expenses can make.

Over time, a few basis points can add up to real costs that erode the value of any investment. Use our fee impact simulator to see how expenses can affect a portfolio.

The impact of expenses


For illustrative purposes only. These projections assume a 5% rate of return, are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Fees will impact your portfolio even during periods of negative market performance. The chart does not reflect all fees that may be charged and is not representative of any actual investment, product, or fee structure. The projections do not reflect the reinvestment of interest and dividends or impact of capital gains or taxes.