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.


How many years have you held your funds?


Fund Market Value One Simple Fee Fee After Reduction Annual Fee Category Average MER* Annual Fee Savings
Savings % % $ % $
Income % % $ % $
Founders % % $ % $
Equity % % $ % $
Global Equity % % $ % $
Small-Cap Equity % % $ % $
Total/Weighted Average $0 1.22% % $ 2.32% $

Fee rebate is: 0%


Comparison of Fees


*Source: Morningstar (as of December 31, 2015)