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Calculators

Investment Calculators

Asset Allocator
Your age, ability to tolerate risk, and several other factors are used to calculate a desirable mix of stocks, bonds and cash. 		Investment Returns
There is more to investing than knowing your annual rate of return. Use this calculator to help you see how inflation, taxes and your time horizon can impact your bottom line.

Retirement Calculators

Retirement Planner
Quickly determine if your retirement plan is on track - and learn how to keep it there. 		Roth IRA
Use this calculator to compare the Roth IRA to an ordinary taxable investment.
Roth IRA Transfer
This calculator will show the advantage, if any, of converting your IRA to a Roth. 		Roth vs Traditional IRA
Use this calculator to determine which IRA is right for you.

Savings Calculators

Savings Goals
What will it take to reach your savings goal? This financial calculator helps you find out. 		College Savings
Use this calculator to help develop or fine tune your education savings plan.
Cool Million
Find out when your savings plan will make you a millionaire! 		Don't delay your savings!
Waiting to begin your savings plan can have a huge impact on your results. This calculator helps show you how much postponing your savings plan can really cost.

Distributor: Activa Asset Management, L.L.C.

Past performance is no guarantee of future results. Investment return and principal value will vary so that you may have a gain or a loss when you sell shares. Current month-end perfomance information is available by contacting Activa Shareholder Services at 1-800-346-2670.

Activa Asset Management, L.L.C. is the investment advisor to the Activa Funds and receives a fee from the funds for its services.

Mutual funds, annuities, and other investments are:

  • Not insured or guaranteed by the FDIC or by any other government agency or government sponsored agency of the federal government or any state
  • Not deposits, obligations, or guaranteed by any bank or its affiliates
  • Subject to investment risks, including possible loss of the principal amount invested

There is no guarantee that the fund will continue to hold any one particular security or stay invested in any one particular company. The composition of the fund's top holdings is subject to change. Performance figures are historical and reflect the change in share price, reinvested distributions, changes in net asset value, sales charges and capital gains distributions, if any.

Investors should carefully consider the investment objectives, risks, and charges and expenses of the Funds before investing. The prospectus provides this and additional information about the Funds. The prospectus can be obtained on-line or by calling 1-800-346-2670. Please read the prospectus carefully before investing or sending money.

Copyright © 1999-2003 Activa Asset Management L.L.C.