Investor Profile Quiz
The following Investor Profile quiz may help you determine whether you are a conservative, moderate or aggressive investor.
 
  Strongly Disagree ------------- ------------- ------------> Strongly Agree
  1 2 3 4 5
  1. I am a knowledgeable investor who understands the trade-off between risk and return, and I am willing to accept a greater degree of risk to gain the potential for higher returns.
  1. I am willing to invest on a long-term basis.
  1. If one of my investments dropped 20% in value over six months due to a stock market fluctuation, I would hold on to that investment, expecting it to recover.
  1. I have sources of savings other than my MNDCP that make me feel secure about my financial future.
TOTAL SCORE: 0
  1. Time Horizon (Number of years until you expect to retire and/or take distributions.)
30 or more Years
11 to 29 Years
10 or fewer Years


The highlighted profile indicates your investing style.

 
Years to Retirement Quiz Score
15-20
Quiz Score
9-14
Quiz Score
4-8
30 or more Aggressive Moderately
Aggressive
Moderate
11-29 Moderately
Aggressive
Moderate Moderately Conservative
10 or fewer Moderate Moderately
Conservative
Conservative
 


Now that you know your investor style and tolerance for risk, you can translate that into an asset allocation strategy and choose your appropriate investment options.