The ETF Portfolio Cost Calculator    
       
    Value of your Portfolio    
    Rebalancing Period    type 1 for annual, 2 for semi-annual, 4 for quarterly, etc.    
    Annual Account Fee    Annual account fee, if any    
    Your Commission Rate    Your basic commission rate    
       
    Number of Funds 1 2 3 4 5 6 7 8  
    Maximum  annualized $ Cost  
    Commissions as % of Portfolio  
       
    Some important expense ratio benchmarks:    
      Avg. Lifecycle Fund 1.36%    
      Avg. Balanced Fund 1.44%    
      Avg. World Allocation Fund 1.43%    
       
    © Scott Burns, 2006    
                       
 

See article on scottburns.com

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This model calculator provides only a rough directional result that should not be acted upon or relied on. No record of this interaction or its results will be maintained. For Educational Purposes only.

IMPORTANT: The projections or other information generated by the calculator regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.