Investment Questionnaire

Many experts believe that long-term investment success is more a function of how assets are allocated among asset classes rather than the individual securities in which they are invested. This asset allocation tool will help you to identify a potential mix of asset classes of cash equivalents, fixed income and equities that corresponds to your risk tolerance and investment experience. These sample mixes are only examples and are not specific recommendations.

See Definitions below for more information.

Please answer each question and select “calculate” to view results.

This illustration does not take into account certain fees and expenses that may be charged to your investment. Mutual of America does not provide tax or legal advice. You should contact your tax or legal adviser concerning your particular situation.

Information and interactive calculators are made available as self-help tools for independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regard to individual circumstances. All examples are hypothetical and are for illustrative purposes only. We encourage individuals to seek personalized advice from qualified professionals regarding all personal finance issues.