Fee Calculator
Each Steadyhand fund charges One Simple Fee (see the 2nd column in the calculator), which, thanks to our Fee Reduction Program, decreases based on the size of your account with the firm and the length of time you've held your funds.
Our Fee Calculator shows you the fees associated with any given portfolio of Steadyhand funds. It also shows you the fees you'll save by investing in a Steadyhand fund, as compared to a fund that charges the average fee within the same fund category.
To activate the calculator, simply populate the fields in the Market Value column below.
Our Fee Calculator shows you the fees associated with any given portfolio of Steadyhand funds. It also shows you the fees you'll save by investing in a Steadyhand fund, as compared to a fund that charges the average fee within the same fund category.
To activate the calculator, simply populate the fields in the Market Value column below.
How many years have you held your funds?
| Fund | Market Value | One Simple Fee | Fee After Reduction | Category Average MER* | Annual Fee Savings |
|---|---|---|---|---|---|
| Savings Fund | % | % | % | $ | |
| Income Fund | % | % | % | $ | |
| Founders Fund | % | % | % | $ | |
| Equity Fund | % | % | % | $ | |
| Global Equity Fund | % | % | % | $ | |
| Small-Cap Equity Fund | % | % | % | $ | |
| Total/Weighted Average | $0 | 1.22% | % | 2.32% | $ |
Fee rebate is: 0%
Comparison of Fees
*Source: globefund.com (as of Dec 31, 2012)