Investor Profile Test

Under 6 months

-8

1 to 3 years

-2

3 to 5 years

5 to 10 years

Over 10 years

How important is it for your fund to pay you a monthly income?

How important is it for your fund to grow in value?

How much time can you spend monitoring your fund?

None

10 minutes per week

30 minutes per week

1 hour per week

2 hours per week

Which of the following statements do you agree with most?

I wouldn't invest unless I am sure of getting back every cent

I could accept a slight risk of losing money in hopes of getting a higher return than from a money market account or CD

I could accept a moderate risk with my money in hopes of getting still higher returns

I could accept a substantial chance of loss if that gives me a shot at the highest returns in the long run

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The above chart is for your information only. Be sure to consult a customer service representative before opening a certificate of deposit or money market account.
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Investor Profile Test

Your Age

Money in the bank (savings, money market accounts, CDs)

How much of your income do you save every month?

If you invest in a fund, how soon would you need the money back?

How important is it for your fund to pay you a monthly income?

How important is it for your fund to grow in value?

How much time can you spend monitoring your fund?

Which of the following statements do you agree with most?