When will I recover my fund costs?
Desired months to break even
Predicted yearly price increase
%
Share purchase price
$
Number of shares purchased
Front load / purchase fees
%
Back load / selling fees
%
Your federal tax rate
%
Your state tax rate
%
Additional amounts invested
$
Biweekly
Monthly
Yearly
At purchase
Annual
long-term gains
per share
$
Annual
short-term gain
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
$
Yearly increase for dividends & gains
%
Dividends and gains are:
Automatically reinvested in the fund
Invested elsewhere at a rate of
%
Spent