Fee Advantage Calculator

Want to know how much you can save in fees by investing with us? This calculator is a helpful tool that demonstrates how "fees matter.”

Please note that this tool is meant to provide you with information and guidance about investing, but it should not be a substitute for advice provided by an investment professional.

3 years

You would save

For illustrative purposes only and not indicative of future values or performance of any fund. Actual results may vary. For more information, .

This shows the dollar value of potential savings based on the initial investment and time horizon you selected above, the Series F Adjusted MER for RBC Select Balanced Portfolio plus 0.4% dealer fee relative to the median MER for the corresponding Morningstar category as of December 31, 2015, and assumed compounded annual rate of return of 5.9% for a Balanced portfolio. The Adjusted MER represents what the MER would have been had management fee changes which took effect June 30, 2016 been in effect throughout 2015. Industry median MER data provided by Morningstar Research Inc. as of December 31, 2015.

Portfolio builder


The Portfolio Builder allows you to build your own investment portfolio of RBC Funds and PH&N Funds. The tool shows how your selections provide diversification across asset class, geography and for equities and industry sectors.