Step 5: Your portfolio recommendation

Based on what you've told us, the following is likely the best investment option for you:

Asset allocation fund

Asset Allocation Funds offer a well-balanced portfolio inside a single fund, and a professional fund manager monitors and rebalances these portfolios for you. There is an Asset Allocation Fund that is suitable for you — whether you're a conservative investor or an aggressive one.

Asset Allocation funds are the right choice for an investor who:

Understands the basics of investing
Has some interest in selecting funds
Reviews their investments annually

Select an asset allocation fund

No, I'd like to start over.

Step 5: Your portfolio recommendation

Based on what you've told us, the following is likely the best investment option for you:

Asset allocation fund

Asset allocation funds are diversified and designed to match your level of comfort when it comes to investment risk. Do you know what kind of investor you are?

Conservative

Moderate

Balanced

Growth

Aggressive

Not sure? Take the quiz