Educators Financial Group offers you strong performance and low fees with our family of mutual funds tailored for the education community. Our fees continue to consistently be lower than those of comparable funds.

To get the Fund Report, please click on the fund name in the table below.

No Hidden Administration Fees

As you may be aware, Educators Financial Group does not charge administration costs against our funds for regulatory filing fees, record keeping, accounting, etc. We avoid this practice, so even with the new fee structure we continue to provide excellent value.

Consistent with industry practice, the only additional costs charged to the funds are the fees and expenses of the Independent Review Committee and brokerage costs.

Account Closing Fee

Educators Financial Group charges a $125 fee plus GST for the full transfer of holdings in a registered account (excluding RESPs) to another financial institution. It is common industry practice for the receiving financial institution to cover this fee.

Although many financial organizations also charge fees for partial transfers, redemptions and switching from one investment vehicle to another, Educators Financial Group will continue to provide these services at no cost to clients.