Expense Ratio Calculator

The expense ratio is the annual fee charged by a fund to cover its operating expenses, expressed as a percentage of total assets. It's one of the most important factors affecting long-term investment returns.

How to Use

  1. 1

    Step 1

    Enter the Total Fund Expenses (total annual operating costs).

  2. 2

    Step 2

    Enter the Total Fund Assets (the total AUM of the fund).

  3. 3

    Step 3

    Click Calculate to get the Expense Ratio.

Frequently Asked Questions

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