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

21 to 25

26 to 35

36 to 45

46 to 55

Over 55

Money in the bank (savings, money market accounts, CDs)

None

Under $5000

$5001 - $15,000

$15,001 - $35,000

Over $35,000

How much of your income do you save every month?

None

-8

Under 5%

-2

5% - 10%

10% - 15%

Over 15%

If you invest in a fund, how soon would you need the money back?

Under 6 months

-8

1 to 3 years

-2

3 to 5 years

5 to 10 years

Over 10 years

How important is it for your fund to pay you a monthly income?

Essential

Very Important

Important

Somewhat Important

Not Important

How important is it for your fund to grow in value?

Essential

Very Important

Important

Somewhat Important

Not Important

How much time can you spend monitoring your fund?

None

10 minutes per week

30 minutes per week

1 hour per week

2 hours per week

Which of the following statements do you agree with most?

I wouldn't invest unless I am sure of getting back every cent

I could accept a slight risk of losing money in hopes of getting a higher return than from a money market account or CD

I could accept a moderate risk with my money in hopes of getting still higher returns

I could accept a substantial chance of loss if that gives me a shot at the highest returns in the long run

Retake Test Add Up My Points!

Find Out What Your Score Means

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

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Investor Profile Test

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?