Should I sell my funds now and invest the money elsewhere? Share purchase price $ Number of shares purchased Additional amounts invested $ Biweekly Monthly Yearly Share price today $ Months owned Front load/purchase fees % Back load/selling fees % Your federal tax rate % Your state tax rate % Yearly increase for dividends & gains % At purchase Annual long-term gains per share $ Annual short-term gains per share $ Quarterly dividends per share, taxable $ Quarterly dividends per share, Fed. Tax-exempt $ Quarterly dividends per share, state Tax-exempt $ Quarterly dividends per share, non-taxable $ Dividends and gains are: Automatically reinvested in the fund Invested elsewhere at a rate of% Spent