Build a Solid Investment Foundation with Broad Index Funds
Selecting the right investment instruments doesn't have to be complex. NovaPlan's Investment Picker guides you through choosing low-cost index funds and ETFs that map directly to your target asset allocation. Screen funds by expense ratio, tracking error, and liquidity.
Tailored risk-profile matching. By entering your current age, risk tolerance, and investment horizon, the picker suggests an optimal mix of global equities, bonds, and cash equivalents. Learn how to construct a simple 3-Fund Portfolio (the Bogleheads way) to maximize passive returns while minimizing fee overhead.
Index Fund Screening
Compare low-cost broad-market index funds (like S&P 500, Total World Market, and Total Bond Market ETFs).
Risk Profile Matcher
Receive asset weighting recommendations customized to your age, time horizon, and volatility tolerance.
Zero-Commission Guidance
Filter for low-expense, commission-free options to avoid broker overhead from chipping away at compound gains.