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

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