Dogs of the Dow - UIT Cost Comparison

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UIT Cost Comparison

End of Year	Unit Trust Portfolio Value	Unit Trust Fees	Individual Dogs Portfolio Value	Dog Fees	Individual Small Dogs Portfolio Value	Small Dog Fees
0	$3,465	$35	$3,350	$150	$3,425	$75
1	$4,007	$71	$3,740	$203	$3,919	$113
2	$4,634	$83	$4,200	$203	$4,500	$113
3	$5,358	$95	$4,741	$203	$5,184	$113
4	$6,196	$110	$5,378	$203	$5,989	$113
5	$7,166	$128	$6,127	$203	$6,936	$113
6	$8,286	$148	$7,009	$203	$8,052	$113
7	$9,582	$171	$8,047	$203	$9,364	$113
8	$11,081	$197	$9,269	$203	$10,909	$113
9	$12,814	$228	$10,707	$203	$12,728	$113
10	$14,818	$264	$12,399	$203	$14,868	$113
End of Year	Unit Trust Portfolio Value	Unit Trust Fees	Individual Dogs Portfolio Value	Dog Fees	Individual Small Dogs Portfolio Value	Small Dog Fees
0	$6,435	$65	$6,350	$150	$6,425	$75
1	$7,441	$133	$7,271	$203	$7,450	$113
2	$8,605	$153	$8,356	$203	$8,656	$113
3	$9,951	$177	$9,633	$203	$10,075	$113
4	$11,508	$205	$11,135	$203	$11,746	$113
5	$13,307	$237	$12,903	$203	$13,713	$113
6	$15,389	$274	$14,985	$203	$16,028	$113
7	$17,796	$317	$17,435	$203	$18,752	$113
8	$20,579	$367	$20,318	$203	$21,958	$113
9	$23,797	$424	$23,712	$203	$25,733	$113
10	$27,519	$490	$27,706	$203	$30,175	$113

A unit trust may be more costly if you have a minimum investment of $3,500 or more and invest for ten years or more and are willing to invest in the Small Dogs of the Dow.
A unit trust may be more costly if you have a minimum investment of $6,500 or more and invest for ten years or more and are intending to invest in the Dogs of the Dow.

The above tables present only an approximation of the costs the typical investor will incur. Actual costs will vary.
Capital gains taxes are not included
It is assumed that unit trust annual fees are paid at the end of a given year.

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