| If you wish to learn more before selecting a target asset allocation, you will be taken to the asset allocation profile section of the Fizone web site. You will then have the option to return here and make a selection. |
| If you wish to learn more before selecting a target sector allocation, you will be taken to the sector allocation section of the Fizone web site. You will then have the option to return here and make a selection. |
| If you wish to learn more before selecting a risk tolerance level, you will be taken to the risk tolerance section of the Fizone web site. You will then have the option to return here and make a selection. |
| Matching risk tolerance to appropriate asset and sector allocations is not an exact science, but the table below provides a rough guideline. | ||
| Risk Tolerance | Asset Allocation | Sector Allocation |
| Low | Preservation | S&P 500 |
| Below Average | Conservative | S&P 500 |
| Average | Moderate | Growth |
| Above Average | Moderate
or Aggressive |
Growth or Aggressive Growth |
| High | Aggressive | Aggressive Growth |