Investment Calculators
Our investment calculators cover a wide variety of topics, such as retirement planning, college funding and asset allocation. These calculators are designed to provide you with a frame of reference, such as how much you may need to save, when you may need to start and what rate of return you may require to help you meet your financial goals. However, please keep in mind that all examples and calculations are hypothetical and illustrative in nature and do not constitute investment advice.

Retirement Planner Quickly determine if your retirement plan is on track - and learn how to keep it there.

Roth vs Traditional IRA Use this calculator to determine which IRA is right for you.

401(k) Savings Calculator A 401(k) can be one of your best tools for creating a secure retirement. Use this calculator to see why this is a retirement savings plan you can not afford to pass up.

Required Minimum Distributions Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account.

Retirement Shortfall Calculator Running out of your retirement savings too soon is one of the biggest risks to a comfortable retirement. Use this calculator to find a potential shortfall in your current retirement savings plan.

Asset Allocator Your age, ability to tolerate risk, and several other factors are used to calculate a desirable mix of stocks, bonds and cash.

Investment Returns There is more to investing than knowing your annual rate of return. Use this calculator to help you see how inflation, taxes and your time horizon can impact your bottom line.

College Savings Use this calculator to help develop or fine-tune your education savings plan.

Savings Goals What will it take to reach your savings goal? This financial calculator helps you find out.

Net Worth Calculator This calculator helps you determine your net worth. It also estimates how your net worth could grow (or shrink!) over the next ten years.

Effective January 31, 2011, the Fund's Form N-MFP filings will be made publicly available via the SEC website and can be obtained by clicking the following link: http://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000864508&type=N-MFP&dateb=&count=20&scd=filings


Mutual funds, annuities, and other investments are:



  • not insured or guaranteed by the FDIC or by any other government agency or government sponsored agency of the federal government of any state;
  • not deposits, obligations of, or guaranteed by Cavanal Hill Investment Management, Inc., any affiliated bank or other affiliate
  • subject to investment risks, including possible loss of the principal amount invested


An investor should consider the fund's investment objectives, risks, and charges and expenses carefully before investing or sending money. This and other important information about the investment company can be found in the fund's prospectus. To obtain a prospectus, please call 1-800-762-7085. Please read the prospectus carefully before investing.



Distributor: BOSC, Inc., a subsidiary of BOK Financial Corp.