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 accounts 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.
| Fund | Market Value | One Simple Fee | Fee After Reduction | Annual Fee |
|---|---|---|---|---|
| Savings | 0.40% | 0.36% | $90 | |
| Income | 1.07% | 0.97% | $242 | |
| Founders | 1.37% | 1.24% | $309 | |
| Builders | 1.68% | 1.52% | $379 | |
| Equity | 1.44% | 1.30% | $325 | |
| Global Equity | 1.79% | 1.61% | $403 | |
| Small-Cap Equity | 1.87% | 1.69% | $423 | |
| Global Small-Cap Equity | 1.97% | 1.79% | $448 | |
| Total/Weighted Average | $200,000 | 1.45% | 1.31% | $2,618 |
Fee reduction is: 10.00%
The fee on each additional dollar invested is: 1.16%
Stay steady.
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