Personal Fund is your personal cost analysis tool, powered by our industry-leading data and analytics to reveal the true costs of fund investments. Mutual funds and ETFs don’t advertise their taxes, fees and trading costs. These unseen costs add up over time. Backed by years of economic research, our mutual fund cost calculator reveals each fund’s true price tag and estimates how hidden expenses will eat away at returns over time, so you can minimize investment cost and risk … and maximize returns.
Our cost analysis reports are as easy-to-read as our mutual fund cost calculator is easy to use.
Game-changing insights are one simple search away.
Make informed investment decisions with confidence, safeguard your nest egg, and accelerate toward investment success. Find low-cost, low-risk, and most likely to succeed opportunities with just a click.
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.
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.