Asset Allocation Profiler

What May Be the Best Asset Allocation for You?

How you allocate your investments among the principal asset classes - stocks, bonds, and money market instruments - can play a major role in your investment performance as well as your success in achieving investment goals. An appropriate asset allocation takes into consideration your investment time frame, objectives, risk tolerance, and personal financial considerations.

To begin considering what asset allocation may be right for you, answer the questions in the three sections below, then click Submit. Asset allocation does not ensure a profit or protect against a loss.

 Investment Objectives
 Personal Financial Profile
 Risk Tolerance
Keep in mind, asset allocation does not assure a profit or protect against a loss in a declining market.
Calculators are provided for educational purposes and are designed to get you thinking about your financial goals. Returns shown are for illustrative purposes only and are not representative of the performance of any Columbia Management product. Actual rates of return cannot be predicted and will fluctuate. Investing involves risk, including possible loss of principal. Using planning tools should be part of a regular financial check-up rather than a one time exercise. Default values in this calculator are placeholders. They should not be viewed as recommendations. Change the numbers to suit your personal situation and expectations. The sample allocations provided by some of the calculators are designed to help you think about retirement planning and should not be viewed as recommendations. You may want to consider many individual factors, including your goals, time frame, and risk tolerance, to develop a plan that is appropriate for you.

Investments in mutual funds involve risk. Some funds have more risk than others. There are additional risks associated with investing in non-US companies, high-yield bonds, emerging markets, aggressive growth stocks, specialty funds and small-, mid- and micro-cap stocks which are more fully explained in the prospectuses. In addition, there is no guarantee that a fund's investment objective will be met.

This calculator is not intended to provide tax or legal advice and should not be relied upon as such. Any specific tax or legal questions concerning the matters described in this calculator should be discussed with your tax or legal advisor.