Should I sell my funds now and invest the money elsewhere? Share purchase price $   Number of shares purchased     Additional amounts invested $          Biweekly    Monthly    Yearly   Share price today $   Months owned     Front load/purchase fees   % Back load/selling fees   % Your federal tax rate   % Your state tax rate   % Yearly increase for dividends & gains   %   At purchase Annual long-term gains per share $   Annual short-term gains per share $   Quarterly dividends per share, taxable $   Quarterly dividends per share, Fed. Tax-exempt $   Quarterly dividends per share, state Tax-exempt $   Quarterly dividends per share, non-taxable $     Dividends and gains are: Automatically reinvested in the fund Invested elsewhere at a rate of % Spent