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 8, 2020 Average Annualized Returns
Past performance is no guarantee of future results.
Folio
Inception
YTD
1 Yr
3 Yr
5 Yr
Since Incep.
Growth ETF 12/10/2001 8.87% 17.06% 15.44% 12.42% 9.71%
Mid-Cap Growth 04/05/2000 5.92% 9.37% 15.54% 11.50% 8.56%
Conservative 04/05/2000 4.86% 9.12% 14.24% 13.55% 11.32%
Large-Cap Growth 04/05/2000 -1.32% 5.98% 12.99% 10.98% 3.96%
Large-Cap Blend 10/26/2000 -4.82% 1.64% 8.29% 9.55% 5.95%
Aggressive 04/05/2000 -8.22% 0.76% 8.30% 10.05% 6.21%
Mid-Cap Blend 10/26/2000 -13.87% -3.94% 4.14% 4.60% 8.34%
Large-Cap Value 04/05/2000 -19.12% -10.33% -4.64% 0.23% 2.55%
Small-Cap Growth 04/05/2000 -17.37% -12.22% -0.93% 2.94% 4.86%
Value ETF 12/10/2001 -18.84% -13.00% 0.22% 4.12% 7.68%
Small-Cap Blend 10/26/2000 -24.33% -13.87% -2.97% 3.24% 9.27%
Moderate 04/05/2000 -22.90% -14.60% -5.17% 1.54% 8.28%
High Income 09/07/2000 -22.24% -15.23% 0.79% 5.13% 9.06%
Mid-Cap Value 04/05/2000 -24.17% -16.98% -1.33% 1.27% 8.19%
Small-Cap Value 04/05/2000 -24.47% -22.39% -1.62% 3.44% 8.12%

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