Rate of Return & Costs

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Investment Portfolio Values:

Target Asset Allocation:

Percentage invested in Fixed Income Investments (%): Amount to be invested ($):
Percentage invested in Growth Investments (%): Amount to be invested ($):
Percentage invested in Cash-like Investments (%): Amount to be invested ($):

Expected Annual Rate of Return

Earned by your Fixed Income (%): Your Est. Annual Earnings ($):
Earned by your Growth Income (%): Your Est. Annual Earnings ($):
Earned by your Cash-like Income (%): Your Est. Annual Earnings ($):
Your portfolio's estimated annual rate of return (%): Portfolio Total ($):

Estimated Annual Investment Costs

Fixed Income Investment Costs (%): Fixed income investments will cost you ($):
Growth Investment Costs (%): Growth investments will cost you ($):
Cash-like Investment Costs (%): Cash-like investments will cost you ($):
Number of trades per year:
Cost per trade ($): Annual transaction costs ($):
Your portfolio's estimated annual investment costs (%): Total Costs ($):

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