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: March 24, 2017 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 0.17% 39.34% 7.51% 15.51% 9.81%
Moderate 04/05/2000 5.48% 35.57% 11.58% 17.92% 10.75%
Small-Cap Blend 10/26/2000 -0.04% 28.50% 7.96% 12.51% 11.35%
Small-Cap Growth 04/05/2000 2.83% 24.28% 3.41% 11.17% 5.44%
Aggressive 04/05/2000 6.95% 22.44% 9.24% 11.23% 5.57%
Value ETF 12/10/2001 2.04% 20.64% 9.28% 13.76% 9.16%
Mid-Cap Blend 10/26/2000 5.01% 20.07% 10.50% 14.82% 9.35%
High Income 09/07/2000 2.66% 19.23% 8.32% 11.71% 10.75%
Growth ETF 12/10/2001 6.20% 17.78% 7.49% 11.66% 8.42%
Mid-Cap Growth 04/05/2000 6.21% 17.16% 5.80% 10.18% 7.08%
Conservative 04/05/2000 9.33% 15.55% 11.53% 14.71% 10.58%
Mid-Cap Value 04/05/2000 -0.10% 15.51% 4.86% 10.78% 9.90%
Large-Cap Blend 10/26/2000 4.37% 14.35% 8.73% 12.40% 5.28%
Large-Cap Value 04/05/2000 4.00% 12.47% 10.28% 11.50% 3.62%
Large-Cap Growth 04/05/2000 6.61% 9.93% 6.73% 10.52% 2.04%
MyPlanIQ SAA Growth 08/12/2010 5.26% 8.91% 4.08% 4.45% 5.83%
MyPlanIQ SAA Moderate 08/12/2010 4.15% 7.50% 3.80% 3.97% 5.01%
MyPlanIQ SAA Balanced 08/12/2010 4.15% 6.33% 3.18% 3.43% 4.48%
MyPlanIQ SAA Conservative 08/12/2010 3.33% 4.58% 2.72% 3.24% 3.64%
MyPlanIQ SAA Very Cons 08/12/2010 1.87% 2.91% 2.10% 2.52% 2.93%

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