Frequently Asked Questions

Frequently Asked Questions2019-12-08T15:18:11-08:00
Where do you get your cost information from?2019-12-08T15:34:41-08:00

We obtain the basic mutual fund data from the Refinitiv Lipper mutual fund data service.  We use our proprietary models to estimate the various costs of ownership. The models are based on our econometric research on mutual fund costs and performance  and summarized in various entries in our Glossary of Terms.

How do I cancel my subscription?2019-12-08T14:05:48-08:00
How much does a subscription cost?2019-12-08T15:23:23-08:00

For current pricing information, please visit https://personalfund.com/pricing/

How do I update my credit card information?2019-12-08T15:21:02-08:00