Investment portfolio
builder

The "Investment Portfolio Builder" provides a sample of hypothetical model fund portfolios, based on varying degrees of market risk. The hypothetical model fund portfolios are for illustrative purposes only, are provided as an educational tool, and are not, and should not be relied upon as, an investment recommendation or as the primary basis for any investment decisions. The hypothetical portfolios are not tailored to the investment objectives or needs of you or any other investor. The terms "your" and "for you" do not imply a recommendation. Prior to investing in any of the funds shown in any model portfolio, you should (i) consult with your financial advisor to determine whether the specific funds are appropriate for you and, if so, how your investment plan should be implemented, and (ii) consult with your tax advisor before taking any action that may have tax consequences.

The results of the risk type survey are presented as an automated outcome based on your answers to the survey questions. This report alone does not provide individualized or personalized investment advice and no advisory relationship has been created as the result of taking this survey.