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Investor strategy worksheet

Knowing your goals and your comfort with risk can help you pick the best funds for you.

Based on what you told us..

Your comfort with risk is

Moderate

Balanced

Growth

Conservative

Aggressive

Risk makes you nervous. Protecting your money matters a lot, but you want it to grow just a little more before you need it

You can handle a little risk. You want your money to grow, but protecting it is important too

You're okay with risk. You want your money to grow, and you've got time to wait

Risk's not for you. Protecting your money is what matters most. Maybe you're close to taking it out, or just feeling cautious

Risk doesn't worry you. Growing your money is what matters most, and you’ve got plenty of time before you need it

Conservative

  • Risk's not for you.
  • Protecting your money is what matters most.
  • Maybe you're close to taking it out, or just feeling cautious.

Moderate

  • Risk makes you nervous. 
  • Protecting your money matters a lot, but you want it to grow just a little more before you need it.

Balanced

  • You can handle a little risk.
  • You want your money to grow, but protecting it is important too.

Growth

  • You're okay with risk. 
  • You want your money to grow, and you've got time to wait.

Aggressive

  • Risk doesn't worry you. 
  • Growing your money is what matters most, and you’ve got plenty of time before you need it.