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Fix your mix
Find the best asset allocation for your investing style and needs.

ASSET ALLOCATOR
About this calculator:


It is the mix of different types of securities that will mostly determine whether you will reach your goals. Answer these four questions and we'll provide an asset allocation to shoot for in your portfolio. And if you're lacking in any areas, we provide fund recommendations to help you fix your mix.

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Fix your mix
When do you need the money?
How much risk can you handle?

Goals
How flexible are you?
If I miss my goal by a year or two, I'll still be okay.
I can't afford to miss my target.
During market sell-offs, do you
See an opportunity to buy more stocks
Sell stocks thinking things will only get worse
Do nothing