Split your investment across multiple funds — instantly and precisely.
Three simple steps to plan your portfolio allocation with precision.
Type your total investment amount into the dollar input field at the top of the calculator. The tool works with any amount, from $100 to $1,000,000+.
Drag each slider to set the percentage you want allocated to US Stocks, US Bonds, and International funds. The visual bar updates in real time.
The calculator displays the exact dollar amount for each fund as you move the sliders. Aim for 100% total allocation for a balanced portfolio.
Want to try a different allocation? Reset all values to their defaults and begin again.
Have questions about your portfolio strategy? Send us a message.