The Mutual Fund Store®/Adam Bold/fee-based investment advisor/no-load and load-waived mutual funds

Investor Tools

Use our financial calculators to analyze your current and future financial situation. Interactive calculations, dynamic graphs and fully customizable reports are just a few of the features that make our calculators stand out!

Please note that many of the financial calculators require a Java enabled browser. For best results use Internet Explorer 4.0 and higher or Netscape Navigator 4.0 and higher. Information and interactive calculators are made available to you as self-help tools for your independent use. We can not and do not guarantee their accuracy or their applicability to your circumstances. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

To the extent that any client or prospective client utilizes any calculator or similar device contained within or linked to The Mutual Fund Store®’s web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from TMFS. Contact a TMFS investment advisor for more complete information and economic projections based on personal circumstances and to obtain personalized individual investment advice.

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The Mutual Fund Store® advisors provide independent, fee-based, investment advisory and asset management services based on asset allocation models and mutual fund recommendations from Chairman and Chief Investment Officer Adam Bold. Customized portfolios are developed and implemented for clients based on their unique financial situation and ability to tolerate risk associated with investments in securities.