Survey

2. How much might what you learned from it influence your investment strategy?
(1 = no influence, 5 = I will definitely consider the impact of costs and taxes when selecting investments)

3. What are the main goals of your investment program?
(select all that apply)

4. What additional investment tools might you find useful?
Advice/help on... (select all that apply)

5. What is your zip code?  

6. What is your age?

7. What is your gender? female male

8. What is your annual income? $0 <$35,000 $35,000 - $50,000 $50,000 - $75,000 $75,000 - $100,000 $100,000 - $200,000 $200,000 +

9. What is the total value of your financial portfolio?
(excluding the value of your residence(s))
$0 <$10,000 $10,000 - $25,000 $25,000 - $50,000 $50,000 - $100,000 $100,000 - $250,000 $250,000 - $500,000 $500,000 - $1 million $1 million +

10. About how many times do you trade stocks or mutual funds in a typical month?

11. What type of investment accounts do you have?
(select all that apply)

12. Which of the following investments do you own or intend to purchase within the next year?
(select all that apply)

13. Do you have an online brokerage account?
(if yes, select all brokers with whom you have an account)

14. What other financial websites do you visit at least once in a typical month?
(please select all that apply)

15. How did you hear about the Mutual Fund Cost Calculator?

Please feel free to offer us any suggestions in the space below:

(This survey is strictly anonymous. If you would like a personal response to a question or comment please send it by email to webmaster@personalfund.com)