Calculators & Planners

Interactive tools that cover a range of investing categories, including asset allocation, retirement planning, college planning, and determining the costs and fees associated with owning an investment portfolio.
Asset Allocation Planning
Risk Assessment Calculator
This interactive quiz helps determine individual investment styles based upon personal financial goals, time horizon, and risk tolerance.
Investor Cost Calculators
MFS Cost Calculator
Estimates the cost of an investment in an MFS portfolio, based on information you provide. Past performance is no guarantee of future results. Please see the prospectus for more information on the portfolio's expenses.
Hypothetical Cost Calculator
Calculates costs and expenses of any portfolio over a 1- to 10-year period, based on general information you provide. The calculations do not represent an investment in any particular portfolio and are not a promotion, endorsement, or recommendation of any specific portfolio.