Index Fund Investment Schedule

All fields marked with * are mandatory
Beginning fund balance*
Input Value Without $
Payment contribution*
Input Value Without $
Annual payment frequency*
Investment term (years)*
Minimum amount for fund investment*
Input Value Without $
Fund management costs(%)*
Stockbroker transaction costs*
Input Value Without $
Annual rate of return from bank(%)*
Annual rate of return from fund(%)*
Inflation rate(%)*
Total payments made
Total interest received
Total transaction costs
Total management costs
Return on investment (ROI)(%)
Closing fund balance at term
Present value of closing fund balance at term