Asset Allocation Calculator

Identify Investment Style


Your investment style is based on a number of factors, such as your target retirement date, your personal goals, your tolerance for risk and how much income you think you'll need in retirement.

If you're not sure whether your investment style is conservative, moderate or aggressive, we can help you determine which portfolio model may be right for you. Just complete the following questionnaire, which is based on the Ibbotson Asset Allocation Methodology. This tool will show an investment style, including fund asset classes and investment percentages, but it won't choose funds for you.

Do you know your investment style?

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