Free Tool

What Your Fund's Fees Really Cost You

Enter an amount and a time horizon, pick a fund, and see in plain riyals what the annual management fee quietly drains from your investment.

Select a fund

الأول للاستثمار لأسهم الشركات الخليجية للدخل

006038 · 2.20%

Amount invested

SAR

Investment horizon

Year

Fee drag over time

Over 10 years

26,490SAR

extra you'll pay in "الأول للاستثمار لأسهم الشركات الخليجية للدخل" fees vs. a low-cost alternative

الأول للاستثمار لأسهم الشركات الخليجية للدخل

2.20% p.a.

−31,085 SAR

Low-cost index alternative

0.3% p.a.

−4,595 SAR

You pay extra

26,490 SAR

Assumes 100,000 SAR invested as a lump sum, 5% gross annual return, and 0.3% p.a. as the low-cost benchmark. Fees are deducted from the growing balance annually. Subscription/redemption charges are not included.

How is this calculated?

We model a lump sum compounded at 5% gross annual return, then subtract the fund's annual expense ratio. The "extra cost" is the difference between what you'd have in a low-cost 0.3% fund versus this fund's fee — in today's riyals.

This is for illustration only. Past performance does not guarantee future results. Not investment advice.

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