Asset Allocator Worksheet

To construct a diversified portfolio, you should invest in different asset classes - such as large-company stocks, small-company stocks, corporate bonds, Treasury bonds, and foreign and domestic securities. Asset allocation helps reduce the risk of volatility associated with any one particular investment by apportioning your investments across several different categories of investments.

The following profile and questionnaire are tools designed to help you determine your investment time horizon and risk tolerance.

https://www.oppenheimerfunds.com/commonJhtml/aaw.jhtml

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