| Please read the following Statements. Rank yourself on a scale from 1 to 5 according to how strongly you agree or disagree with each statement. |
| 1) I would not change my retirement investments if the value of my investments declined by 10%. |
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| 2) I am willing to risk losses to my retirement investments. |
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| 3) As a rule, I would not use CDs or other "very safe" investments in my retirement planning. |
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| 4) I don't consider myself a conservative investor. |
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| 5) I might be willing to invest a small part of my retirement money in bonds or money market investments, but prefer to keep most or all of my investments in stocks. |
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| 6) I prefer using stock funds for my retirement money, even though bond funds usually are less risky. |
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| 7) I prefer using investments that are likely to produce higher returns, even though these investments are riskier. |
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| 8) Stock funds are better investments for retirement than bonds, money market investments, or CDs. |
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| 9) I seek the highest potential return for the investments in my retirement plan. |
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| 10) In choosing retirement investments, the growth of my investments is more important to me than risk. |
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| Remember, neither the ten statements nor your total score are meant to tell you which investments to choose. Rather, the questionnaire may help you better understand your objectives and feelings about risk so you can select investments that are right for you. |
