What Does My Risk Number Mean?

This risk number indicates your primary investment goal is focused on minimizing risk, preserving capital, and generating a more consistent return stream while balancing the need for some minimal level of long-term principal growth.

This risk number indicates your primary investment goal is focused on maintaining a lower level of risk and more consistency in portfolio returns, but with a willingness to take on a reasonable level of volatility to increase your chances of earning higher long-term rates of return.

This risk number indicates your primary investment goal is to focus on long-term growth of principal but within the context of moderating overall levels of risk through allocation of portfolio assets in a balanced manner.

This risk number indicates your primary investment goal is to focus on long-term growth of principal with only minimal concern for fixed income diversification and volatility minimization.

This risk number indicates your primary investment goal is to focus on long-term growth of principal with little concern for current income needs or volatility reduction.