Choose the benefits of diversification and asset allocation through broad market exposure using ETFs as the basis of your portfolio.

Asset Allocation folios consist of asset allocation models based on different time frames and risk tolerances. Diversified asset allocation is the concept of investing in multiple asset classes that don’t perform in the same ways at the same times.

“Basic” Asset Allocation folios are designed for Folio Basic Plan customers and use a smaller number of ETFs to provide good diversification while keeping commission costs low. Other Asset Allocation folios are better suited for Folio Unlimited Plan customers who can trade commission-free* as they offer a broader array of ETFs for greater diversification.

* For up to 2,000 security trades in windows per calendar month; fifty cent ($0.50) fee for each additional security trade in a window during that month.

Last Updated: December 2, 2016 Average Annualized Returns
Past performance is no guarantee of future results.
Folio
Inception
YTD
1 Yr
3 Yr
5 Yr
Since Incep.
Long-term Moderate 08/24/2012 10.16% 7.12% 4.50% - 4.15%
Long-term Aggressive 08/24/2012 9.74% 7.01% 7.65% - 6.95%
Medium-term Aggressive 08/24/2012 9.88% 6.94% 4.55% - 4.23%
Long-term Conservative 08/24/2012 8.83% 6.25% 4.49% - 4.00%
Medium-term Moderate 08/24/2012 8.51% 5.98% 4.04% - 3.68%
Basic Long-term Aggress 10/07/2005 6.54% 5.24% 7.04% 11.41% 7.33%
Medium-term Conservative 08/24/2012 7.37% 5.04% 4.38% - 3.64%
Basic Long-term Mod 10/07/2005 6.01% 4.70% 6.17% 9.56% 7.01%
Basic Med-term Aggress 10/07/2005 5.92% 4.63% 6.20% 9.56% 6.99%
Short-term Aggressive 08/24/2012 6.48% 4.40% 4.12% - 3.24%
Basic Long-term Conserv 10/07/2005 5.65% 4.19% 5.37% 8.48% 6.62%
Short-term Moderate 08/24/2012 6.12% 3.89% 3.74% - 3.06%
Basic Med-term Mod 10/07/2005 4.63% 3.58% 5.32% 7.74% 6.42%
Basic Med-term Conserv 10/07/2005 4.45% 3.33% 4.75% 6.49% 6.00%
Short-term Conservative 08/24/2012 5.04% 3.08% 3.41% - 2.35%
Basic Short-term Aggress 10/07/2005 3.56% 2.62% 4.16% 5.29% 5.53%
Basic Short-term Mod 10/07/2005 3.22% 2.14% 3.35% 4.23% 4.95%
Basic Short-term Conserv 10/07/2005 3.00% 2.06% 3.27% 3.43% 4.70%

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