Mutual Fund Test

Select the answer that best describes your situation in each question
below. When you're finished, click Add Up My Points.

Your age Score:
21 to 25
4		 26 to 35
3		 36 to 45
2		 46 to 55
2		 Over 55
1

Money in the bank (savings, money market accounts, CDs, etc.,) Score:
None
0		 Under
$2,500
2		 $2,500 -
$5,000
4		 $5,001 -
$10,000
6		 Over
$10,000
8

How much of your income do you save every month? Score:
None
-8		 Under
5%
-2		 5% to
10%
4		 10% to
15%
6		 Over
15%
8

If you invest in a fund, how soon would you need the money back? Score:
Under 6
Months
-8		 1 to 3
Years
-2		 3 to 5
Years
4		 5 to 10
Years
6		 Over 10
Years
8

How important is it for your fund to pay you a monthly income? Score:
Essential
0		 Very
Important
2		 Important
4		 Somewhat
Important
6		 Not
Important
8

How important is it for your fund to grow in value? Score:
Essential
8		 Very
Important
6		 Important
4		 Somewhat
Important
2		 Not
Important
0

How much time can you spend monitoring your fund's performance? Score:
None
0		 10 Minutes
Per Week
1		 30 Minutes
Per Week
2		 1 Hour
Per Week
3		 2 Hours+
Per Week
4

Which of the following statements do you agree with most? Score:
I won't invest unless I'm sure of getting back every cent. 2
I could accept a slight risk of losing money in hopes of getting a higher return than from a money market account or CD. 4
I could accept a moderate risk with my money in hopes of getting still higher returns. 6
I could accept a substantial chance of loss if that gives me a shot at the highest returns in the long run. 8

To Find Out What Your Score Means, Click HERE


This chart is for your information only. Your total score does not recommend a
particular mutual fund, nor does it guarantee that any mutual fund will achieve
its investment objective. Mutual funds are not deposits and are not insured or
guaranteed by the FDIC, or any other government agency. An investment in
mutual funds involves investment risks including the possible loss of the principal
amount invested. Always ask for a prospectus and read it carefully before you
invest in any mutual fund.

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