Mutual Fund Returns Calculator
It may surprise you how sales charges, management fees and lost opportunity can erode the total return on your mutual fund. Use this calculator to estimate the impact these charges may have on the growth of your investment.
Taxable Vs. Tax-Free Returns Calculator
Many investments are taxed differently. For example, some bonds may only be taxed federally. Other may be taxed at the state level only. And others may be taxed at both the state and federal level. Use this calculator to help make an apple-to-apple comparison of varying investment returns.
Each investor has a different propensity for risk. This risk tolerance can be used to determine the percentage of your portfolio that is exposed to equities. Complete the following questionnaire to determine your risk profile.