What type of investor are you?

This tool will help you identify the investment portfolio you may want to choose to reach your financial goals. Answer the questions below to better understand your risk tolerance and how you might invest in different asset classes to build a well-diversified portfolio.


Please note, the asset classes and investment portfolios presented may not be offered in your retirement plan. Refer to your retirement plan website for the options available to you.

Strongly Agree Agree Disagree Strongly Disagree

Time Horizon

1. I have long-term financial goals of 10 years or longer.
2. I do not need short-term investment results to cover financial obligations or planned expenditures.

Financial Goals

3. Despite the risks, growth of capital is most important to me.
4. I am more focused on growth of capital than on receiving regular income.

Risk Tolerance

5. When pursuing my financial goals, I can handle short-term losses on my investments.
6. I am willing to accept additional investment risk when this risk increases the probability of reaching my financial goals.

Financial Expertise

7. I understand the potential consequences of not reaching my financial goals.
8. I consider myself to be a sophisticated investor.

The calculator's accuracy and its applicability to your current circumstances are not guaranteed. You should seek advice from your legal, tax or investment advisor prior to implementing any financial or investment strategy. Rates of return (where applicable) are hypothetical, not guaranteed, and do not apply to any specific investment.

To help protect your privacy, the information you enter is not retained after you terminate your browser session. Please record and/or print the results of your questionnaire so you can use the information at another time.

Securities may be distributed or offered through Voya Financial Partners, LLC (Member SIPC) or Voya Financial Advisors, Inc. (Member SIPC). All companies are members of the Voya® family of companies.

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