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Investor strategy worksheet

Knowing your goals and your comfort with risk can help you pick the best funds for you.

Based on what you told us..

Your comfort with risk is

Moderate

Balanced

Growth

Conservative

Aggressive

Risk makes you nervous. Protecting your money matters a lot, but you want it to grow just a little more before you need it

You can handle a little risk. You want your money to grow, but protecting it is important too

You're okay with risk. You want your money to grow, and you've got time to wait

Risk's not for you. Protecting your money is what matters most. Maybe you're close to taking it out, or just feeling cautious

Risk doesn't worry you. Growing your money is what matters most, and you’ve got plenty of time before you need it

Icon illustrating a conservative investor style with an arrow indicating it is a low-risk option.

Conservative

  • Risk's not for you.
  • Protecting your money is what matters most.
  • Maybe you're close to taking it out, or just feeling cautious.
Icon illustrating a moderate investor style with an arrow indicating it is a lower risk option.

Moderate

  • Risk makes you nervous. 
  • Protecting your money matters a lot, but you want it to grow just a little more before you need it.
Icon illustrating a balanced investor style with an arrow pointing to both low and high risk options, indicating it’s a middle option.

Balanced

  • You can handle a little risk.
  • You want your money to grow, but protecting it is important too.
Icon illustrating a growth investor style with an arrow indicating it is a higher risk option.

Growth

  • You're okay with risk. 
  • You want your money to grow, and you've got time to wait.
Icon illustrating an aggressive investor style with an arrow indicating it is a high risk option.

Aggressive

  • Risk doesn't worry you. 
  • Growing your money is what matters most, and you’ve got plenty of time before you need it.