"Power of Compounding" Calculator

A great way to begin your investment plan is by starting small. A program which allows you to start small by investing a fixed dollar amount, at a regular frequency, is called automatic investing. Over time, you can build a substantial portfolio if you make a monthly commitment and stick to it.

To see how your monthly investment plan can build over time, just fill in your monthly investment, how many years you plan on investing, and how much you expect to return – then hit the "Continue" button to see how your investment can grow and compound over time. The hypothetical calculation below assumes that your investment is tax-deferred and compounds monthly. It includes the reinvestment of dividends and capital gains.

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A program of regular investment cannot assure a profit or protect against a loss in a declining market. Since such a program involves continuous investments regardless of fluctuating share values, investors should consider their financial ability to continue purchases through periods of low price levels.

Please keep in mind that rates of return vary over time, and that investments offering higher return potential also involve a higher degree of risk.

The tools and calculators provided are for educational and illustrative purposes only. They are presented as a convenience and are not intended to provide financial advice. Please consult with a financial advisor regarding your unique situation.

©2013 Wells Fargo Funds Management, LLC. All rights reserved. Wells Fargo Funds Management, LLC, a wholly owned subsidiary of Wells Fargo & Company, provides investment advisory and administrative services for Wells Fargo Managed Account Services and Wells Fargo Advantage Funds. Other affiliates of Wells Fargo & Company provide subadvisory and other services for the funds. The funds are distributed by Wells Fargo Funds Distributor, LLC, Member FINRA/SIPC, an affiliate of Wells Fargo & Company.

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