Portfolio objective guidance table
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Portfolio objective guidance table
If you're in your early investing years
We recommend the following portfolio objective based on your risk tolerance:
- A high risk tolerance maps to a Growth Focus.
- A medium to high risk tolerance maps to a Growth Focus.
- A medium risk tolerance maps to a Growth Focus.
- A low to medium risk tolerance maps to a Growth Focus.
- A low risk tolerance maps to Balanced Toward Growth.
If you're in your good earning years
We recommend the following portfolio objective based on your risk tolerance:
- A high risk tolerance maps to a Growth Focus.
- A medium to high risk tolerance maps to a Growth Focus.
- A medium tolerance maps to a Growth Focus.
- A low to medium risk tolerance maps to Balanced Toward Growth.
- A low risk tolerance maps to Balanced Growth and Income.
If you're in your higher income and savings years
We recommend the following portfolio objective based on your risk tolerance:
- A high risk tolerance maps to a Growth Focus.
- A medium to high risk tolerance maps to a Growth Focus.
- A medium tolerance maps to Balanced Toward Growth.
- A low to medium risk tolerance maps to Balanced Toward Growth.
- A low risk tolerance maps to Balanced Growth and Income.
If you're in your early retirement years
We recommend the following portfolio objective based on your risk tolerance:
- A high risk tolerance maps to Balanced Toward Growth.
- A medium to high risk tolerance maps to Balanced Toward Growth.
- A medium tolerance maps to Balanced Growth and Income.
- A low to medium risk tolerance maps to Balanced Growth and Income.
- A low risk tolerance maps to Balanced Toward Income.
If you're in your late retirement years
We recommend the following portfolio objective based on your risk tolerance:
- A high risk tolerance maps to Balanced toward Growth.
- A medium to high risk tolerance maps to Balanced Growth and Income
- A medium tolerance maps to Balanced toward Income
- A low to medium risk tolerance maps to Balanced Toward Income.
- A low risk tolerance maps to Income Focus.