Find your investor style
Picking the best funds for you starts with figuring out your investor style, which is a combination of your comfort with risk, your savings goals, and when you want to start using your money.
What's next?
Sign into your account and go to the Investments section to update your
investment selection and ensure it aligns with your investor risk profile.
Conservative
Risk's not for you.
Here’s what a conservative investment portfolio could look like.
20% Equity
80% Fixed Income
Protecting your money is what matters most. Maybe you're close to taking it out, or just feeling cautious.
Moderate
Risk makes you nervous.
Here’s what a moderate investment portfolio could look like.
40% Equity
60% Fixed Income
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.
Here’s what a balanced investment portfolio could look like.
60% Equity
40% Fixed Income
You want your money to grow, but protecting it is important too.
Growth
You're okay with risk.
Here’s what a growth investment portfolio could look like.
80% Equity
20% Fixed Income
You want your money to grow, and you've got time to wait.
Aggressive
Risk doesn't worry you.
Here’s what an aggressive investment portfolio could look like.
100% Equity
0% Fixed Income
