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Untitled Document 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