“Why Minimizing the Costs of Investment Products Must be a Priority”
My article with that headline is now published on Advisor Perspectives. "Readers of this publication know the costs of an investment product reduce the net return and consider cost as an important criterion for selecting [...]
New Feature: Fund Screener — Find Low Cost Funds
Our new Fund Screener enables you to find the lowest cost funds (= most advantageous to you) for meeting your investment goals. While there are many other fund screeners on the Internet, the Personal Fund [...]
New Feature: Historical Costs and Performance
The new Fund History Report provides an eye-opening presentation of a fund's historical costs and performance from January 1, 2004 to the present. The report illustrates a fund's historical annual costs, how those costs have [...]
Update to Cost Analysis Report #2 | Personal Fund
We've released a few minor, but helpful changes to the Cost Analysis Report Funds' Actual Returns for the preceding 12 months, both pre-tax and after-tax, shown in the top table are now calculated under the [...]
New Feature: Portfolio Analyzer
The new Personal Fund Portfolio Analyzer enables you to perform an aggregated cost analysis of an entire fund portfolio using the same algorithms and same up-to-date fund data as are used for the familiar cost [...]
New Feature: Matching Market Index
We've added some new information to the main Fund Cost Report -- the name of the fund's closest applicable benchmark market index, along with the fund's correlation, tracking error and difference in returns relative to [...]