Fund Upgrading Calculator
Use this calculator to determine the proper allocations for each fund in our Fund Upgrading strategy.
2. Pick your season of life:
Note: Your choice here along with your temperament choice, will determine the allocation amounts below. The need for growth decreases as you approach retirement.
3. Choose your investing temperament:
Note: Click on the temperament identified when you took our online quiz. Don't worry if the descriptions don't fit you perfectly. Just look for the termperament you most closely identify with.