MTB Funds

Asset Allocation Calculator

What Kind of Investor Are You?

While final selection of any mutual fund requires you to first carefully read the fund's prospectus, the following questionnaire can help you apply what you have learned from this site to your own circumstances and needs. The ending results can be used as a starting point for further discussion with an investment professional.

1.		Select the time horizon you have to reach your goal: 10 years + 5 to 10 years 3 to 5 years

2.		Which of the following investment objectives are most important to you: Growth Growth with Income as a secondary concern Income & Growth

3.		State your tolerance for short-term market price fluctuations*: High Acceptable as a means to accomplish an end Limited tolerance for market price fluctuations

4.		Desired average rate of return over the investment period is: High Moderate Low

5.		Rate your understanding of investment matters: Very Good to Excellent Good to Very Good Fair

MTB Investment Advisors, Inc., a subsidiary of Manufacturers and Traders Trust Company ("M&T Bank"), is the investment advisor to the MTB Group of Funds.

The MTB Group of Funds are available from M&T Securities, Inc. (member FINRA/SIPC), a broker-dealer subsidiary of M&T Bank, and other authorized broker-dealers. ALPS Distributors, Inc., which is not affiliated with M&T Bank, is the distributor of the MTB Group of Funds.

For more complete information, please download the funds' prospectuses available on this website or call 1-800-836-2211 for copies. You should consider the funds' investment objectives, risks, charges and expenses carefully before you invest. Information about these and other important subjects are in the fund's prospectus, which you should read carefully before investing.