Portfolio Allocation Calculator

Split your investment across multiple funds

$
Allocate by percentage
US Stocks
Total Stock Market Index
60%
$6,000.00
Bonds
US Aggregate Bond Index
30%
$3,000.00
International
Developed Markets Index
10%
$1,000.00
Allocation overview
US Stocks
Bonds
International
⚠ Total exceeds 100%. Please adjust your sliders.
✓ Perfectly allocated — totals exactly 100%!
1
Enter your investment amount
Type in the total dollar amount you want to allocate
2
Adjust the sliders
Drag each slider to set the % for each fund
3
See your allocation instantly
Dollar amounts update in real time as you adjust