Investor Profile Test | What Type of Investor Are You? | What Are Mutual Funds?| A Fund for Every Investor | How Mutual Funds Work | Purchasing Your Funds | What About Risk | Tracking Your Investment | The Terms | Tips on Funds | Mutual Funds Fees | How You Make Money

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Select the answer that best describes your situation.
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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. ©1985 The Forms Group, All Rights Reserved