Mutual Fund Tools

FINRA Mutual Fund Analyzing and Search Tools

Mutual Fund Expense Analyzer Tool – Analyzing Fund Fees and Expenses
Mutual funds have expenses that are paid by investors through the mutual fund company deducting amounts periodically. Mutual funds within the same family, mutual fund company, or investment objectives have different expenses. The FINRA has developed this tool to help you compare how these expenses can reduce returns.

You can calculate and compare the expenses of up to three funds or classes of a single fund. The mutual fund prospectus contains expense amounts, sales charges and conversion information pertinent to these calculations.

See the Mutual Fund Expense Analyzer

Mutual Fund Breakpoint Search Tool – Researching Breakpoint Schedules
An investor now has the ability to determine if a mutual fund that has a front-end sales charge offers discounts for larger investments. The discounts that may be available are called “breakpoints.”

The FINRA has developed the Mutual Fund Breakpoint Search Tool to search for “breakpoint” schedules and linkage information of mutual funds with front-end sales charges to ensure that investors are provided discounts where applicable. The tool enables a search to be performed of NSCC’s Mutual Fund Profile database for key information related to mutual fund sales charges.

See the Mutual Fund Breakpoint Search Tool

Disclaimer

The Mutual Fund Expense Analyzer tool and the Mutual Fund Breakpoint Search Tool are to be used for information purposes only, does not constitute investment advice, provides estimates of future performance, and cannot predict any securities’ growth. Consult with a financial professional before investing. Crews & Associates, Inc. and its affiliates are not responsible for the consequences of any decisions or actions taken in reliance upon or as a result of the information provided by these tools and are not responsible for any human or mechanical errors or omissions.

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Tools offered by the following Web site are provided for informational and illustrative purposes only. We guarantee neither the accuracy of the calculations nor their application to your circumstances. For personal advice, please consult with your account executive or investment banker.

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The information offered and contained on this Crews & Associates, Inc. website is for viewer information only. None of this information is to be construed as an offer to buy or sell securities. Nothing contained herein shall be construed to be investment advice. All information is from sources believed to be reliable, but cannot be guaranteed. Investors should always consult with their Crews & Associates, Inc. Account Executive for specific details, and refer to the preliminary or final official statement for more information about any particular issue. Investors should be familiar with the terms - including maturities, call features, interest payments and credit quality of an issue - before purchasing it and the particular company before investing in any security.

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If you have a 9-digit account number that begins with 3JG, please contact your account executive by calling 1.800.766.2000. Alternatively, if you have already established online access you may access your account by .

If you have an 8-digit account number that begins with 10, please click YES to proceed to online document access.

You are leaving crewsfs.com. Crews & Associates, Inc. is a wholly owned, non-bank affiliate of First Security Bancorp. Crews provides this link for your convenience and in so doing assumes no responsibility for the content, links, privacy policy, or security policy of the following Web site.

Tools offered by the following Web site are provided for informational and illustrative purposes only. We guarantee neither the accuracy of the calculations nor their application to your circumstances. For personal advice, please consult with your account executive or investment banker.

Do you wish to continue?