Risk Tolerance Quiz

To help you create a diversified portfolio and determine the mix thatís right for you, take the Risk Tolerance Quiz below. Sample investment allocation portfolios are provided to illustrate how a participant might create a portfolio based on their risk tolerance outcome.


1. I am a knowledgeable investor who understands the trade-off between risk and return, and I am willing to accept a greater degree of risk for potentially higher returns.

Strongly Disagree    1----2----3----4----5    Strongly Agree 

2. I am willing to invest on a long-term basis.

Strongly Disagree    1----2----3----4----5    Strongly Agree

3. If one of my investments dropped 20% in value over six months as a result of a stock market fluctuation, I would hold on to that investment, expecting it to recover its value.

Strongly Disagree    1----2----3----4----5    Strongly Agree

4.  I have savings vehicles other than this retirement plan that make me feel secure about my financial future.

Strongly Disagree    1----2----3----4----5    Strongly Agree

5. Years to retirement:

30 or more
11 to 29
10 or fewer