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.

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3 years

You would save
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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 MER for RBC Select Balanced Portfolio plus 0.4% dealer fee relative to the median MER for the corresponding Morningstar category as of June 30, 2018, and assumed compounded annual rate of return of 5.9% for a Balanced portfolio. Industry median MER data provided by Morningstar Research Inc. as of June 30, 2018.

Portfolio builder

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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 industry sectors.