Advice Center
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    Step 5 of 6:
Investment Preferences
  Specify your preferences and tell us what you'd like to see more of--
or less of--in your portfolio.
   
    Number of Investments   Use the slider to increase or decrease the number of funds in your portfolio.    
    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.      
    Type of Management   Are you partial to passive managment (indexing), or do you prefer a more hands--on management style? Tell us here.    
      Index funds      
      Actively Managed funds      
      No preferences      
    Specific Fund Preferences   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."    
           
   
        Click this button to reset all preferences to their original settings.    
   
Need More Help? > Should I specify Investment Preferences?
> Will you be able to use all of my preferences?
> More questions?
           
               
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