Asset Allocation Tool

Identify Investment Style

Your investment style is based on a number of factors including:

  • Target retirement date
  • Personal goals
  • Tolerance for risk
  • How much income you think you'll need in retirement

If you're not sure whether your investment style is conservative, moderate or aggressive, we can help you determine which portfolio model may be right for you. Just complete the following questionnaire in the Asset Allocation Tool to review your investment style, fund asset classes and investment options. Funds may be listed for reference, but the tool will not choose funds for you.

Do you know your investment style?