Mutual fund calculator

All investing calculators & tools Name Description Log In Required Get a holistic view of your retirement plan and explore changes that may help you become better prepared. SM Log In Required Get an in-depth analysis of your current portfolio and identify areas that may need more attention. ® Browse and compare funds based on our selection criteria. Search and evaluate mutual funds according to your criteria. Generate trading ideas with our prebuilt and custom screeners for exchange-traded products (ETPs). Search the universe of publicly traded stocks using preselected or custom criteria. Generate trading ideas with our prebuilt and custom options screener. Log In Required Use this tool to help create a consistent income stream by investing in different bonds with staggered maturity dates. Calculate the estimated yield or price of a bond, including accrued interest, invoice price, yield-to-maturity, and yield-to-call. IMPORTANT: The projections or other information generated by the Planning & Guidance Center Retirement Analysis regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Results may vary with each use and over time. As with all your investments through Fidelity, you must make your own determination whether an investment in any particular security or securities is consistent with your investment objectives, risk tolerance, financial situation and your ...

Typically, a very conservative investor is: • cautious or a first-time investor • primarily focused on portfolio stability and preservation of capital • will need the money from their investments in five years or less • has a medium investment time horizon and seeks a growth potential that can compete with inflation concerns • someone with a portfolio that primarily consists of investments in cash and bonds Typically, a conservative investor is: • willing and able to accept some risk or volatility • primarily focused on pursuing a modest level of portfolio appreciation with minimal principal loss and volatility • someone with a portfolio that primarily includes investments in cash and bonds with some allocation in equities Typically, a moderate investor is: • looking for a balance between portfolio stability and portfolio appreciation • willing and able to accept a moderate level of risk and return • an investor focused on growth but looking for greater diversification • someone with a portfolio that primarily includes a balance of investments in bonds and equities Typically, an aggressive investor is: • primarily focused on pursuing portfolio appreciation over time • usually an experienced equity investor • can tolerate market downturns and volatility for the possibility of achieving greater long-term gains • someone who won’t need the money from their investments for 10 years or more • someone with a portfolio that has exposure to various asset classes but primarily inve...