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Pick Your Ideal Risk-Return Balance and Find Funds That Fit Your Goals (.pdf)

This table details how and when to use retirement-savings accounts that are right for you. Samples are given for four portfolio sizes ($25,000; $100,000; $300,000; and $1 million) with three volatility levels (low, medium, and high). Included are specific funds that fit each scenario and phone numbers for contacting each fund.

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Pick Your Ideal Risk-Return Balance and Find Funds That Fit Your Goals (.pdf)


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Updated August 19, 1999 by bwwebmaster
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