Minimize costs, taxes and fees.

Maximize Returns

Easy-to-Use Mutual Fund & ETF cost analysis

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The Most Concise, Data-Backed Mutual Fund & ETF Tools Available

Mutual funds and ETFs don’t advertise the taxes, fees, and trading costs that come along with them. And these unseen costs add up over time. When you use Personal Fund as your personal cost analysis tool, you have access to the #1 data platform to advise your clients on mutual fund and ETF costs and increase the likelihood of investment success. Enhance every portfolio analysis with industry-leading data and analytics that reveal the true costs of fund investments and help investors make more informed decisions.

Backed by years of economic research, our Fund/Investment Cost Calculator reveals each fund’s true price tag and estimates how hidden expenses will eat away at returns over time.

Game changing insights are at your fingertips with our customer-focused tools.

Helping You Succeed

We use Personal Fund extensively when analyzing portfolios and have found no better tool on the market for capturing and conveying mutual fund cost information to our clients and prospective investors.

Jason Vander Pol, Chief Operations Officer, Strategic Wealth Designers

I love your web site. Use it often! It really helps me to show clients the true costs of mutual funds and determine which products will provide the best return for their investment.

Curtis Wethington, AIT Wealth Management 

Personal Fund’s portfolio analyzer showed me that I could save more than $350 per year by selling my $235,000 investment in one name-brand S&P 500 index fund and replacing it with a different name-brand S&P 500 index fund.

Irene S., individual investor, Skokie, IL

Financial Advisors

Protect and grow clients’ assets with fund-by-fund cost analysis. Customize reports based on your clients’ goals.
Pull the data you need to support your expert advice with Personal Fund’s clean reports.

Individual Investors

Use our reports and calculator to make informed investment decisions with confidence.
Find low-cost, low-risk, and most likely to succeed opportunities with just a click.

Your Personal Fund Cost Calculator

Your Personal Fund reports are assembled specifically for you based on your unique search inquiries, the most up-to-date data, and our proprietary analytics.

Discover the true cost of an individual Mutual Fund or ETF – including taxes, fees, trading costs, and more.

Instantly find the mutual funds and ETFs of any asset category with the lowest total cost of ownership, including taxes, fees and trading costs.

Receive high-level cost analysis for an entire portfolio of funds. Easily assess costs and taxes aggregated over the total portfolio.

Uncover the complete cost and return history behind a fund. Then compare its performance to other funds.

  • Sample Cost of Ownership Report
  • Sample Fund Screener Report
  • Sample Portfolio Report
  • Sample Historical Cost Report
  • Sample Historical Performance Report

Measure and Control Costs, and

Maximize Returns

About Us

Personal Fund

Leading Finance Expertise + Top-tier Technology

Personal Fund was founded by leading financial and technology experts in order to empower investors. Our subscription-based internet solutions are designed to help you save time, minimize cost and risk and invest successfully with confidence.

Led by statistician Stefan Sharkansky, PhD, our most recent study of 46,000 mutual funds and ETFs spanned across asset classes to measure the harmful impact of management fees, turnover and taxes on fund performance.

Our findings took our proprietary analytics, along with the cost analysis reports they produce, to the next level. We’re proud to provide our industry-leading Mutual Fund and ETF Cost Calculator  to expert financial advisors and individual investors alike.

Stay ahead of the market with unmatched insight…

Comprehensive Analysis of Trading Costs

Full Accounting of Fees in Expense Ratio

All Applicable Taxes, Identified & Analyzed

For Every Mutual Fund

A Wealth of Knowledge in One Succinct Report

Knowledge is Power

Maximize Returns by minimizing costs, taxes, and fees