Investment Profile Questionnaire
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The objectives are each represented by the following indices: International – MSCI EAFE TR, Real Estate – DJ Wilshire REIT TR USD, Small Cap – Russell 2000 TR, Mid Cap – Russell MidCap TR, Large Cap – S&P 500
TR , High Yield – Barclays US Corp High Yield, Fixed Income – Barclays US Aggregate Bond, Cash Equivalent – U.S. 30-Day Tbill TR. Source: Calculated by MWA Financial Services Inc., using information and data from Morningstar EnCorr
software, © 2010 Morningstar. All rights reserved. Used with permission.
This tool is for general planning purposes only. It is not possible to account for all factors for all individuals or accurately project investment returns. For a comprehensive financial analysis, contact your Modern Woodmen representative.