Mutual Fund Calculator

Project mutual fund growth with ongoing contributions and annual fees.

Mutual Fund Calculator helps you project mutual fund growth with ongoing contributions and annual fees. Enter starting value, monthly contribution, gross annual return, yearly fund fee (expense ratio), and years invested, review the breakdown, and use the guidance below to understand what the number means — and what it does not. What the Mutual Fund calculator does Mutual Fund Calculator is built for money decisions — loans, savings, payments, and taxes. Project mutual fund growth with ongoing contributions and annual fees. You enter starting value, monthly contribution, gross annual return, yearly fund fee (expense ratio), and years invested, then Simple Calculators computes the result instantly. Rates, fees, and tax rules vary by lender and country, so treat results as planning numbers, not a contract. How the math works Enter the Starting value, Monthly contribution, Gross annual return (before fees), Yearly fund fee (expense ratio) and Years invested. The fee is simply taken off the return, so 8% − 0.6% = 7.4% a year (if the fee is bigger than the return, the result is negative and the money shrinks), and the balance grows at that rate ÷ 12 each month with your contribution add…