Your Results

 

Your Results

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Investor Questionnaire

Suggested allocation:

  • Stocks:
  • Bonds:
  • Short-term reserves:

Current asset mix:

  • Stocks:
  • Bonds:
  • Short-term reserves:

In order to reach your new target asset mix, you'll need to allocate your investments by exchanging, selling, or buying funds within your account. The reallocation of your existing holdings won't happen automatically.

You may want to write down the suggested percentages as you select funds.
If you have a Vanguard account, you can also see the target asset mix on your
account overview

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This analysis evaluates your current asset allocation—along with your costs, taxes, and risks—using the same methodologies that underlie our personal advice services.

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For more information about Vanguard funds, visit vanguard.com to obtain a prospectus or, if available, a summary prospectus. Investment objectives, risks, charges, expenses, and other important information are contained in the prospectus; read and consider it carefully before investing.

Vanguard's advice services are provided by Vanguard Advisers, Inc. ("VAI"), a registered investment advisor, or by Vanguard National Trust Company ("VNTC"), a federally chartered, limited-purpose trust company.

The services provided to clients will vary based upon the service selected, including management, fees, eligibility, and access to an advisor. Find VAI's Form CRS and each program's advisory brochure here for an overview.

VAI and VNTC are subsidiaries of The Vanguard Group, Inc., and affiliates of Vanguard Marketing Corporation. Neither VAI, VNTC, nor its affiliates guarantee profits or protection from losses.