Investor Profile Quiz

The Investor Profile Quiz can help determine whether you are a conservative, moderate, or aggressive investor and provides a recommended asset allocation strategy. The Quiz comprises two key elements:

  1. Your time horizon — This weighting will vary depending upon the number of years your money will remain invested. A shorter horizon, for example, generally calls for a more conservative investment strategy.

  2. Your risk tolerance — This weighting measures your tolerance for market fluctuations. For example, an aggressive investment strategy of all stock funds may not be suitable for a person with a low risk tolerance, even if she or he has a long-term time investment horizon.