Investor Profile Test
Select the answer that best describes your situation in each question below.
When you’re finished, click Add Up My Points.
Your Age
Money in the bank (savings, money market accounts, CDs)
How much of your income do you save every month?
If you invest in a fund, how soon would you need the money back?
How important is it for your fund to pay you a monthly income?
How important is it for your fund to grow in value?
How much time can you spend monitoring your fund?
Which of the following statements do you agree with most?
Note: 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. ©2023 BankSITE® Services, All Rights Reserved
