Your investor

profile questionnaire.
Financial security means different things to everyone. Find out
which portfolio matches your situation.

PERSONAL INFORMATION

NAME

STREET ADDRESS

CITY STATE ZIP CODE

PHONE FAX

EMAIL

CURRENT ACCOUNT BALANCE EXPECTED ANNUAL CONTRIBUTION

DATE OF COMPLETION
 Develop a complete investment approach.
When it comes to portfolio construction, the whole
is greater than the sum of the parts.
Staying on track to a secure financial future doesn’t
have to be complicated—with the right tools,
expertise, and help.

A qualified financial professional can work

one-on-one with you to understand your personal
investment needs—to recommend the most appropriate
investment strategy and best mix of investments.

Working with your

4 1
financial professional.
review learn
review your learn about how you
portfolio at least can work toward your Achieving financial goals
once a year. long-term goals by
clearly defining your
requires a plan.
investment goals. Aiming for financial security requires a
well thought out plan of action. When
implement plan you work with a financial professional,
implement your plan an approach that
strategy with a best matches your developing a strategy (and staying on
blend of Russell personal tolerance
funds. for risk and your
track) can be easy.
desire for return.
3 2 Simply follow these basic steps.
Regardless of your objective, the real
question is “How are you going to get
there?” Find out by completing the
Investor Profile Questionnaire.

Russell Investments // Investor Profile Questionnaire

 Investor Profile Questionnaire

Answer the questions below and total

STRONGLY STRONGLY
your score at the bottom. AGREE AGREE NEUTRAL DISAGREE DISAGREE SCORE

80 –100% 60 –80% 40 –60% 20 –40% 20 % or less

1 The investment I am now considering represents
the following percentage of my total investment 1 2 3 4 5
portfolio:
1 year 2–5 years 6 –10 years 11–20 years 21+ years

2 In how many years do you expect to start

1 2 3 4 5
spending the money you’re investing?

3 I do not foresee any major expenses that might

cause me to make withdrawals from this 5 4 3 2 1

investment before that time.

4 When I start making withdrawals from this

1 2 3 4 5
investment, they will be used to fund my living
expenses.

5 When it comes to investing, protecting the money

1 2 3 4 5
I have is my highest priority.

6 I always choose investments with the highest

5 4 3 2 1
possible return.

7 I prefer an investment strategy designed to grow 1 2 3 4 5

steadily and avoid sharp ups and downs.

8 To meet my financial goals, my investments must 5 4 3 2 1

grow at a high rate of return.

9 I am unwilling to wait several years to recover

1 2 3 4 5
from losses I incur in an extended down market.

10 I prefer investments that are low risk, even if

1 2 3 4 5
returns are lower than the rate of inflation.

SCORE
Scoring: 10–19 20–26 27–33 34–40 41–50 TOTAL

Corresponding portfolio: A B C D E 0

Use the letter that matches your

The information provided in this worksheet should not be considered investment advice. score to identify the corresponding
You should consult your qualified financial professional to discuss your individual financial situation. portfolio that may be best suited for
your investments.
see reverse for details
Russell Investments // Investor Profile Questionnaire
Investor Profile Questionnaire

Score Total
Transfer your A B C D E
score here 0 10–19 20 –26 27–33 34–40 41–50

Conservative Aggressive

Use the letter that matches your score above to identify the corresponding
portfolio description below. This portfolio provides an idea of the strategy that
most closely matches your risk and return parameters.

Fund objectives, risks,

Conservative Strategy seeks to provide high current charges, and expenses
A. income and low long-term capital appreciation. should be carefully
considered before investing.
20% Stocks/80% Bonds A prospectus containing
this and other important
information can be obtained
Moderate Strategy seeks to provide high current by calling 800-787-7354
or by visiting
B. income and moderate long-term capital appreciation.
www.russell.com.
40% Stocks/60% Bonds Please read the prospectus
carefully before investing.
Neither strategic asset allocation
or diversification assures a profit
Balanced Strategy seeks to provide above average capital or guarantees against loss in
appreciation and a moderate level of current income. declining markets.
C.
Russell Investment Group is a
Washington, USA corporation,
60% Stocks/40% Bonds which operates through
subsidiaries worldwide, including
Russell Investments, and is a
subsidiary of The Northwestern
Growth Strategy seeks to provide high long-term Mutual Life Insurance Company.

D. capital appreciation with low current income. The Russell logo is a trademark
and service mark of Russell
80% Stocks/20% Bonds Investments.

Equity Growth Strategy seeks to provide high long-

E. term capital appreciation.

100% Stocks

Copyright © Russell Investments 2008. All rights reserved.

Securities products and services offered through Russell Financial Services, Inc.
(formerly Russell Fund Distributors, Inc.), member FINRA, part of Russell Investments.
First used July 2006. Revised September 2008.
RFD 08–0029 01-01-258 (1 09/08)