Mutual fund cost basis calculator

The Mutual Fund Cost Calculator enables investors to easily estimate and compare the costs of owning mutual funds. Starting Amount Years to Invest Additional Contributions Hypothetical Annual Rate of Return This calculator.

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. Divide the total amount invested by the total number of shares in your mutual fund account. Total the cost of all the shares you own in a mutual fund. To calculate average basis.

Ad Discover Investment Options that Align with Your Goals. The result is the cost. Contact a Financial Advisor.

Add up the cost of all the shares you own in the mutual fund. Get the data you need to improve your mutual fund portfolio. If some statements are missing you.

Netbasis requires only a minimum amount of information from you to calculate your cost basis. Whatever Your Investing Goals Are We Have the Tools to Get You Started. How many years do you plan to hold the fund.

Investors can calculate the cost basis of a mutual fund sale redemption by using an accounting method called the first in first out FIFO method. Mutual fund investors need to understand their cost basis in order to arrive at a capital gain or loss for tax. Divide that result by the total number of shares owned to get the average basis per share.

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Our Financial Advisors Offer a Wealth of Knowledge. For example type 10 and press ENTER on your computer. The total total cost basis for the 15 shares sold would be 10 x 120 5 x 100 or 1700.

Mutual Fund Cost Basis Calculator. After identifying the original security you acquired you just need to enter the following. Download Our Special Report and Start planning Your Financial Future.

Our Resources Can Help You Decide Between Taxable Vs. You then reinvest your dividend in the same fund at a current price of 15 which means you have bought 3 more. Cost Basis Accounting and Regulations Cost Basis for Mutual Funds Beginning in tax year 2012 the IRS requires mutual fund companies and brokers to report on Form 1099-B 1 the cost basis.

The Cost Calculator takes the mystery and math. Whatever Your Investing Goals Are We Have the Tools to Get You Started. To use this method.

When you sell or exchange shares of mutual funds or other securities you may have a capital gain or loss that. This total is your dollar cost basis in the mutual fund. Mutual Fund Basis Calculator Determine your gain or loss on mutual fund transactions using average cost basis method Mutual Fund Average Cost Basis Calculator Enter each purchase.

If you kept all your statements you can easily determine your cost basis by adding up the original purchase cost and all the dividends that were reinvested. This gives you your average per share. You receive a dividend of 090 a share and you stand to receive 45.

Ad Get Straightforward Financial Advice From Professionals With 25 Years of Experience. If you refer to the FIFO section above the same sale of 15 shares resulted in a cost. Searching for Financial Security.

Divide that result by the total number of shares you own. Ad We Offer IRAs Rollover IRAs 529s Equity Fixed Income Mutual Funds. Cost basis is the original monetary amount paid for shares of a security.

By Stock Research Pro March 13th 2011. Ad Jacksons Retirement Calculator Tool Helps Identify Gaps In Your Projected Monthly Income.

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