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Step 5 of 6:
Investment Preferences |
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Specify your preferences and tell us what you'd like to see more of--
or less of--in your portfolio. |
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Number of Investments |
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Use the slider to increase or decrease the number of funds in your portfolio. |
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If you'd like, indicate your investment preferences here. We'll use them as much as possible and give you a new set of fund recommendations. |
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Type of Management |
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Are you partial to passive managment (indexing), or do you prefer a more hands--on management style? Tell us here. |
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Index funds |
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Actively Managed funds |
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No preferences |
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Specific Fund Preferences |
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To use or rule out a specific fund, highlight
it, and then click on "Favor" or "Exclude." You can
favor up to five funds or exclude up to three. If you change your mind,
click "Remove." |
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Click this button to reset all preferences to
their original settings. |
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