Financial Calculators

  • RETIREMENT CALCULATOR

    You haven’t started saving for retirement and don’t know where to start? Or perhaps you’ve already started saving but don’t know if you’re on track. A retirement planning calculator can help define your needs and objectives. Try the calculator provided here to check your retirement planning progress.

  • COLLEGE PLANNING CALCULATOR

    Daunted by the prospect of providing funds for college because you don’t know how much you need to save? Whether your future graduate is learning to walk or learning to drive, the calculator provided here can help you get a grip on how much is required and how to get there.

  • SAVINGS GOAL CALCULATOR

    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.



    The Summit Mutual Funds Calculators are planning tools and are not intended to provide financial investment advice or ensure specific results. For definitive information about your unique situation, you should consult a professional financial advisor or tax consultant. All examples are hypothetical and are for illustrative purposes.

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    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 888-259-7565 . 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: 888-259-7565 | Shareholder Services: 888-259-7565
    Investment Adviser Services: 513-632-1400


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