Assign a Target Asset Allocation to Your Portfolio

Just answer these seven simple questions about your life stage, attitude toward risk, and other factors, then we'll show you a target investment plan based on your profile:

• 1.

  I plan to start withdrawing money from my investments for major needs in:

  Select oneLess than 3 years3-5 years6- 10 years11 years or more
• 2.

  When I begin withdrawing money, I plan to spend it in:

  Select oneLess than 2 years2-5 years6-10 years11 years or more
• 3.

  My knowledge of investments is:

  Select oneNoneLimitedGoodExtensive
• 4.

  When deciding how to invest my money, I am

  Most concerned about the possibility of my investment losing valueEqually concerned about the possibility of my investment losing or gaining valueMost concerned about the possibility of my investment gaining value
• 5.

  Select the investments you currently own or have owned in the past
  (select all that apply):

  Money market funds/cash equivalentsBonds/bond fundsStocks/stock fundsInternational securities/funds
• 6.

  Imagine that the stock market has dropped by 25% in value over the past three months. A stock that you own has also dropped by 25% in value. What would you do with your shares?

  Select oneSell allSell someKeep allBuy more
• 7.

  Consider the annual returns of the five hypothetical investment plans below. Based on the range of possible outcomes shown, which plan would be most acceptable to you or best suit your investment philosophy?

These figures are hypothetical and do not represent the performance of any particular investment.