Payroll Fact Sheet

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xxxxxxxxxxxxxEveryone has personal investment goals and yet they don’t necessarily have the tools to really understand what kind of investor they are.  By completing the Risk Profile Questionnaire you will be in a better position to understand where, in terms of the risk/return tradeoff, you are most comfortable.

xxxxxxxxxxxxxxxIn order to give yourself a reasonable chance for investment success, it is important to understand the relationship between risk and return. In addition, the Risk Profile Questionnaire provides an education on risk and return to help you better create and manage your savings expectations. The MYworkIRA questionnaire provides a consistent, objective and documentable measure of risk tolerance for all employees.

xxxxxxxxxxxxxxThis scientifically validated questionnaire is backed by academic research that helps you understand your risk tolerance. There are no right or wrong answers, but rather the Questionnaire provides you with some meaningful investment allocation education, anticipates your behavior during difficult periods of time, and determines if your long term needs match your perceived risk level.

xxxxxxxxxxxxxPlease take a few minutes and see how you score on the questionnaire.

 

Fund Name Fund Fact Sheet
US Core Equity 2 Portfolio (I) DFQTX
Intl. Core Equity Portfolio (I) DFIEX
US Large Cap Value Portfolio (I) DFLVX

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