Asset Allocation Calculator | Investment Calculator

Create the mix that's right for you

With this calculator, you can figure out the mix of stocks, bonds and cash that work toward your long-term goals, based on your age, risk tolerance and other factors. It's a great place to start your portfolio analysis.

Javascript is required for this calculator. If you are using Internet Explorer, you may need to select to 'Allow Blocked Content' to view this calculator.

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

DISCLOSURES:

You should enter figures that are appropriate to your individual situation. The terms and conditions of products offered by institutions will differ and may affect the results of the calculator.

We encourage you to contact our Personal Service Representatives regarding your financial needs.