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: July 20, 2018 Average Annualized Returns
Past performance is no guarantee of future results.
Folio
Inception
YTD
1 Yr
3 Yr
5 Yr
Since Incep.
Mid-Cap Growth 04/05/2000 17.23% 30.98% 13.24% 15.14% 8.77%
Small-Cap Value 04/05/2000 15.17% 27.02% 17.24% 14.35% 10.87%
Large-Cap Growth 04/05/2000 13.60% 25.10% 13.16% 15.03% 3.74%
Conservative 04/05/2000 17.07% 24.82% 16.45% 16.12% 11.69%
Small-Cap Growth 04/05/2000 10.09% 23.07% 12.60% 13.74% 6.78%
Growth ETF 12/10/2001 11.41% 20.12% 11.48% 12.88% 9.44%
Small-Cap Blend 10/26/2000 13.53% 19.29% 14.31% 13.65% 12.04%
Aggressive 04/05/2000 5.65% 17.42% 13.95% 13.02% 6.59%
Mid-Cap Value 04/05/2000 -0.33% 13.35% 8.81% 9.47% 10.25%
Large-Cap Blend 10/26/2000 3.41% 11.98% 11.87% 11.32% 6.00%
Value ETF 12/10/2001 3.02% 11.50% 10.61% 11.34% 9.40%
Mid-Cap Blend 10/26/2000 3.34% 11.14% 7.27% 11.74% 9.34%
High Income 09/07/2000 1.63% 8.55% 10.94% 7.89% 10.58%
MyPlanIQ SAA Balanced 08/12/2010 1.10% 4.81% 4.92% 4.23% 4.86%
Moderate 04/05/2000 0.70% 3.51% 9.25% 10.71% 10.41%
MyPlanIQ SAA Conservative 08/12/2010 0.35% 3.27% 3.95% 3.50% 3.87%
MyPlanIQ SAA Growth 08/12/2010 -1.82% 3.17% 5.22% 4.58% 5.74%
MyPlanIQ SAA Moderate 08/12/2010 -1.24% 2.85% 4.72% 4.12% 4.96%
MyPlanIQ SAA Very Cons 08/12/2010 0.20% 1.84% 2.66% 2.47% 2.98%
Large-Cap Value 04/05/2000 -7.03% -3.85% 3.72% 7.86% 3.50%

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