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What Mix of Funds Is Right for You?

Any retirement investor needs to develop an investment strategy. This questionnaire can help you determine whether you are a conservative, moderate or aggressive investor and what mix of investments may best suit your needs. . Roadways to Retirement. What Mix of Funds Is Right for You?.

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What Mix of Funds Is Right for You?

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  1. Any retirement investor needs to develop an investment strategy. This questionnaire can help you determine whether you are a conservative, moderate or aggressive investor and what mix of investments may best suit your needs. Roadways to Retirement What Mix of Funds Is Right for You? Strongly Agree Strongly Disagree Undecided Now total up the numbers circled and see where your score falls on the Investor Profile below. Remember, the five statements and your total score are not meant to tell you which investments to choose. Rather, the questionnaire may help you better understand your objectives and feelings about risk so that you can select an asset allocation mix that is right for you. 5 10 15 20 25 The above is provided for informational purposes only. The choice of investments is entirely up to you. For more information, contact your Trustee or Investment Advisor. Read the prospectus carefully before investing in any fund.

  2. Five Sample Portfolios Income Portfolio Score of 5 - 12 Conservative Portfolio Score of 13 - 15 Moderate Growth Portfolio Score of 16 - 18 Growth Portfolio Score of 19 - 22 Aggressive Growth Portfolio Score of 23 - 25 Note: Sample allocations only, based upon hypothetical scores to risk questionnaire. Investors should select the portfolio that best matches their investment objective, even if it differs from the above. The ultimate decision as to how to invest your retirement account is up to you. To determine which funds within your plan fall into each asset class shown here, please 1) access the participant website, 2) select Fund Information / Fund Performance, 3) click on the fund name, 4) select “F” to view the fund fact sheet, and 5) see the upper right hand corner of the page for the fund’s Morningstar category (e.g., large cap growth, small cap value, intermediary term bond, etc).

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