Goal Setting

As an investor, you are unique. Your financial goals, current financial situation, investment experiences and attitudes all contribute to your individual investor profile.

Your answers to this questionnaire will enable you to understand your personal investment preferences and circumstances, in order to recommend a mutual fund most suitable to your needs.

Completing this questionnaire will assist you in establishing your individual investor profile, based on your goals, background and risk tolerance.

*Note: If some of your choices bear an asterisk (*) please note that the Prosperity Money Market Fund may be the most appropriate investment as it has been designed for short term investments. What is your primary goal in making this investment? I am saving to buy a car, make a downpayment on a house, or to achieve some other goal within the next seven (7) years.* I am investing for the long-term (more than 7 years) but I need this investment to generate cash flow to supplement my income. I want an investment that will generate both income and long-term capital growth, without specific emphasis on either. I am looking primarily for long-term growth. Although I have no need for income from this investment now or over the next ten (10) years, I might appreciate that a small portion be Invested in fixed-income securities for stability. I am looking for long-term growth only. I want to maximize my potential return. What percentage of this investment do you plan to spend within the next seven (7) years?  More than 50%*  30% to 50%  Less than 30%  I don’t plan to spend any of it In how many years will you withdraw all or the majority of this investment?  Less than 7 years*  Between 5 and 10 years  Between 11 and 20 years  More than 20 years Score on Goal Setting