Investment style folios afford growth, value, blend, and income opportunities across small-cap, mid-cap, and large-cap companies, as well as risk adjustment ideas.

These may appeal to investors building a diversified portfolio based upon equity-style asset allocation.

Investment style folios are based on analysis of publicly available information such as market capitalization rates and price-to-book ratios.

Last Updated: October 12, 2018 Average Annualized Returns
Past performance is no guarantee of future results.
Folio
Inception
YTD
1 Yr
3 Yr
5 Yr
Since Incep.
Small-Cap Value 04/05/2000 11.16% 17.70% 17.54% 11.87% 10.51%
Mid-Cap Growth 04/05/2000 12.47% 17.19% 15.35% 11.67% 8.41%
Conservative 04/05/2000 11.12% 14.21% 16.29% 13.86% 11.22%
Growth ETF 12/10/2001 5.83% 10.24% 11.97% 10.89% 8.97%
Large-Cap Growth 04/05/2000 4.33% 9.78% 11.99% 11.46% 3.22%
Aggressive 04/05/2000 1.66% 8.23% 14.71% 11.23% 6.29%
Small-Cap Growth 04/05/2000 2.27% 8.13% 11.29% 9.42% 6.27%
Large-Cap Blend 10/26/2000 2.17% 7.92% 12.52% 10.52% 5.85%
High Income 09/07/2000 0.91% 5.49% 10.84% 7.56% 10.39%
Value ETF 12/10/2001 -0.73% 4.29% 10.51% 10.17% 9.03%
Mid-Cap Blend 10/26/2000 -0.35% 4.02% 8.37% 10.23% 8.99%
Small-Cap Blend 10/26/2000 2.44% 1.70% 12.23% 9.35% 11.24%
MyPlanIQ SAA Balanced 08/12/2010 -2.00% -0.62% 4.22% 3.22% 4.32%
MyPlanIQ SAA Very Cons 08/12/2010 -1.33% -0.88% 2.08% 1.97% 2.70%
MyPlanIQ SAA Conservative 08/12/2010 -2.22% -1.26% 3.14% 2.65% 3.43%
Mid-Cap Value 04/05/2000 -7.63% -1.95% 7.15% 6.51% 9.67%
MyPlanIQ SAA Moderate 08/12/2010 -4.17% -2.86% 4.05% 3.10% 4.43%
Moderate 04/05/2000 -3.31% -3.89% 9.05% 9.43% 10.03%
MyPlanIQ SAA Growth 08/12/2010 -5.52% -3.95% 4.61% 3.23% 5.08%
Large-Cap Value 04/05/2000 -7.31% -4.12% 5.11% 7.27% 3.44%

See how returns are calculated
Past performance is no guarantee of future results.