Waddell & Reed

Fund Expense Calculators

Please remember that an investment in a mutual fund involves risk. Investment return and principal value of a mutual fund investment will fluctuate, and shares, when redeemed, may be worth more or less, than their original cost. Mutual fund fees and expenses may fluctuate over time and actual expenses may be higher or lower than the estimates shown.

Actual Expense Calculator
Calculates the estimated annual fees and expenses of a current investment in the mutual funds offered by Waddell & Reed.

Hypothetical Expense Calculator
Calculates the hypothetical fees and expenses of a $10,000 investment in the mutual funds offered by Waddell & Reed over a 10 year period.

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