Fund Upgrading Calculator
Your investing profile:
Investing Temperament
Season of Life
Results
(Based on your investing profile and the amount above)
Amount to Invest in Stocks:
%
or
$
Amount to Invest in Bonds:
%
or
$
Stocks
Situational Fund
%
or
$
Situational Fund
%
or
$
Small Company / Active Fund
%
or
$
Small Company / Active Fund
%
or
$
Small Company / Index Fund
%
or
$
Large Company / Active Fund
%
or
$
Large Company / Index Fund
%
or
$
Large-Company / FCTE ETF
%
or
$
Bonds
Upgrading Fund
%
or
$
Permanent: Intermediate-Term Bond Fund
%
or
$
Permanent: Short-Term Bond Fund
%
or
$