Risk Assessment Quiz

Before recommending an asset allocation, it helps to know how much risk you're actually comfortable taking — not just how much you think you should take. The Risk Assessment quiz measures that.

How it works

Answer a short series of questions about your investment horizon, reaction to market drops, and financial goals. Based on your answers, you'll get a risk profile — from conservative to aggressive — that can guide how your mutual fund and equity allocation is structured.

This tool is free on every plan.