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.

1040 Tax Calculator   How much tax will you pay? Use this 1040 tax calculator to help determine your tax bill.

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

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

Social Security   How much might you receive in Social Security? Use this calculator for a quick estimate.

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

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

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

Cool Million   Find out when your savings plan may make you a millionaire!

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.

Home Budget   Analyze your budget, see where your money goes and find out where you can improve!


Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We can not and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

Performance Funds distributed through BHIL Distributors, Inc. Member FINRA (www.finra.org)

Trustmark Investment Advisors, Inc. serves as the investment advisor to the Performance Funds and receives a fee from the funds for its services.

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 or any state
  • not deposits, obligations, or guaranteed by BHIL Distributors,INC
  • subject to investment risks, including possible loss of the principal amount invested

These funds may not be available for sale in all states. Contact your investment professional concerning how/if you can purchase shares of the Performance Funds. Composition of each fund's holdings is subject to change.

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 1-800-737-3676.  Please read the prospectus carefully before investing.