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: November 16, 2017 Average Annualized Returns
Past performance is no guarantee of future results.
Folio
Inception
YTD
1 Yr
3 Yr
5 Yr
Since Incep.
Conservative 04/05/2000 23.46% 27.82% 14.76% 16.83% 10.94%
Large-Cap Growth 04/05/2000 26.51% 27.12% 9.41% 15.83% 2.95%
Mid-Cap Growth 04/05/2000 25.71% 25.55% 10.50% 14.77% 7.84%
Aggressive 04/05/2000 23.60% 25.17% 12.33% 15.58% 6.23%
Small-Cap Growth 04/05/2000 17.14% 23.39% 7.69% 16.33% 6.01%
Growth ETF 12/10/2001 20.80% 22.62% 9.65% 15.57% 8.94%
Small-Cap Blend 10/26/2000 10.84% 21.87% 11.91% 15.26% 11.58%
Large-Cap Blend 10/26/2000 18.66% 20.85% 10.73% 14.94% 5.87%
Small-Cap Value 04/05/2000 12.00% 19.62% 8.91% 17.71% 10.13%
Mid-Cap Value 04/05/2000 12.33% 17.73% 5.86% 15.02% 10.25%
Moderate 04/05/2000 8.41% 14.73% 10.01% 17.73% 10.50%
Value ETF 12/10/2001 9.93% 14.57% 9.22% 15.89% 9.28%
MyPlanIQ SAA Growth 08/12/2010 12.80% 13.96% 5.54% 5.95% 6.30%
High Income 09/07/2000 6.50% 12.99% 6.99% 11.76% 10.57%
Mid-Cap Blend 10/26/2000 10.63% 12.66% 8.42% 15.64% 9.33%
Large-Cap Value 04/05/2000 8.83% 12.51% 6.99% 13.60% 3.77%
MyPlanIQ SAA Balanced 08/12/2010 11.50% 11.68% 4.99% 4.29% 5.04%
MyPlanIQ SAA Moderate 08/12/2010 10.38% 11.47% 5.12% 4.86% 5.40%
MyPlanIQ SAA Conservative 08/12/2010 9.14% 8.82% 4.23% 3.89% 4.00%
MyPlanIQ SAA Very Cons 08/12/2010 5.50% 5.33% 2.97% 2.30% 3.18%

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