How long will it take to reach my goal?
Most of us dream of having something we can’t write a check for today; a down payment on a house, an exotic vacation, a big wedding--you fill in the blank. If you have an idea of the cost of your dream, answer the few questions below to find out what it will take to achieve your goal through saving and investing.
Your goal in today's dollars: $   
Annual rate of inflation: %
Monthly savings deposit: $   
Lump sum deposit (initial principal): $   
Estimated Annual Rate of Return: %


When using any financial calculator, please keep in mind:

Unique circumstances for each investor.
This calculator does NOT advocate any specific investment strategy. This is only a hypothetical example and may not be an exact analysis of your situation. This planning tool is provided for educational purposes and is designed to get you thinking about your financial goals. For your particular circumstances, you should consider seeing your own tax advisor, financial planner or attorney.

Past performance does not guarantee future results.
The past performance of an investment does not guarantee that it will perform at the same level in the future. This financial calculator does not predict, and is not intended to predict, the future performance of any Summit Fund or any other investment.

Rates of Return.
Most calculators show the hypothetical results of compounding an investment at a single rate of return over time. In reality, mutual fund rates of return fluctuate from one period to the next. High rates of return are usually more volatile and therefore involve a higher degree of risk to your principal.

Please refer to the prospectus for important information about the investment company including investment objectives, risks, charges and expenses. You may also obtain a prospectus by calling . The prospectus should be read carefully before you invest or send money.

Nothing on this Web site should be considered a solicitation to buy or an offer to sell shares of any Summit Mutual Funds in any jurisdiction where to offer or solicit would be unlawful. Shares of the Summit Mutual Funds are offered only to United States residents, and information on this site is intended only for such persons.

Summit Mutual Funds are distributed by Quasar Distributors, LLC.

Fund/Literature Inquiries: | Shareholder Services:
Investment Adviser Services:


This is a SySys® website.