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  1. #1
    New Lounger
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    Calculate Expense Ratio for Mutual Funds? (Office 2003)

    In this spreedsheet, it does not allow me to add years to see how much the expense ratio between different mutual fund costs will change over a long span (years). In the "Data Section" on line 21, if I add "Years Invested" and format the cells to "Number" to denote years, what/how do I change in the "Results Section" to calculate the added "Years Invested" so that one may see. . . how costs matter over a long period of time?

    This spreadsheet is Virus/Trojan free. Please scan with whatever Antivirus/Trojan software you use first.

    Thanks,
    Robert

  2. #2
    Uranium Lounger
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    Re: Calculate Expense Ratio for Mutual Funds? (Office 2003)

    Which costs are one time vs. incurred annually each year over the period held? Costs which are one-time would not be multiplied over the holding period. Costs which are incurred annually and returns which are realized annually would be multiplied by the period held.
    -John ... I float in liquid gardens
    UTC -7ąDS

  3. #3
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    Re: Calculate Expense Ratio for Mutual Funds? (Office 2003)

    Front and Back end is one time. Expense Ratio is incuded every year.

    Thanks John,
    Robert

  4. #4
    Uranium Lounger
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    Re: Calculate Expense Ratio for Mutual Funds? (Office 2003)

    Review the attached to see if it is what you want. The changed cells are shown in 'rose' fill (highlight).
    -John ... I float in liquid gardens
    UTC -7ąDS

  5. #5
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    Re: Calculate Expense Ratio for Mutual Funds? (Office 2003)

    Thanks John. That works. Had 2 of your changes correct [img]/forums/images/smilies/smile.gif[/img]

    Thanks,
    Robert

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