Asset Allocator
   
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How should I allocate my assets?

One key to reducing the risk in your portfolio is diversification among a variety of different types of investments, known as asset classes. The asset classes used in this calculator are large-capitalization U.S. stocks, small-cap U.S. stocks, international stocks, bonds and money market funds, which are considered the same as cash.

Based on the rate of return you're seeking, the calculator will recommend the mix of asset classes most likely to achieve that return with a minimum of risk.

To begin, click on "Rate of Return" at the left.

 
 
 
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