FINRA's Mutual Fund Expense Analyzer
Most people don't take the time to evaluate the costs of purchasing and owning their investments because they don't get a bill. We applaud the Financial Industry Regulatory Authority's (FINRA) effort to make the industry more transparent for investors. They have made a tool available to all investors to better understand the costs to own mutual funds. For more details, please visit FINRA's website. Please note that when you click the link above you will be going to www.finra.org, and will be leaving our site.
Remember when analyzing your funds, you will need to know the following:
- Name and share class of the fund you own.
- Institutional class of the fund you wish to compare (D, F, I, Y, Z, etc.)
- If you would like assistance comparing your funds, just give us a call at 888-537-7250.
