These tools can make choosing the right mutual funds easier and help you evaluate your savings plan.
Determining your investment style will help you select the right mix of mutual funds to match up with your goals, risk tolerance and time horizon.
Asset Allocation Evaluator
Answer a few questions to see examples of how to allocate your portfolio for proper diversification.
Custom Graphing Tool
This interactive tool charts the performance of funds you’re interested in so you can compare their results over time.
Retirement Goal Evaluator
Are you on track to reach your goals? Calculate how much more you may need to invest based on your age, salary and current savings.
Planning for the impact that taxes will have to your portfolio is an important element of your overall investment strategy.