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: April 18, 2019 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 24.63% 18.91% 17.99% 12.19% 8.57%
High Income 09/07/2000 15.26% 14.83% 12.17% 8.13% 10.58%
Conservative 04/05/2000 14.03% 12.43% 17.38% 14.55% 11.36%
Growth ETF 12/10/2001 21.04% 10.26% 14.93% 11.22% 9.23%
Large-Cap Blend 10/26/2000 17.01% 7.42% 12.47% 10.04% 6.05%
Mid-Cap Blend 10/26/2000 14.77% 6.35% 9.77% 9.19% 9.07%
Large-Cap Growth 04/05/2000 20.53% 4.84% 14.57% 11.11% 3.57%
MyPlanIQ SAA Balanced 08/12/2010 8.43% 4.58% 5.72% 4.22% 4.89%
MyPlanIQ SAA Very Cons 08/12/2010 4.62% 4.35% 3.22% 2.72% 3.15%
MyPlanIQ SAA Conservative 08/12/2010 6.51% 4.13% 4.44% 3.51% 3.98%
Small-Cap Value 04/05/2000 15.35% 4.07% 17.56% 9.95% 10.11%
Value ETF 12/10/2001 15.54% 3.57% 11.14% 8.81% 9.04%
Mid-Cap Value 04/05/2000 24.31% 3.53% 10.79% 7.14% 9.93%
Aggressive 04/05/2000 19.76% 2.91% 15.77% 10.97% 6.47%
MyPlanIQ SAA Moderate 08/12/2010 8.22% 2.48% 5.16% 4.03% 4.98%
MyPlanIQ SAA Growth 08/12/2010 9.47% 2.01% 5.84% 4.28% 5.72%
Small-Cap Growth 04/05/2000 22.85% 0.93% 15.24% 7.18% 6.18%
Moderate 04/05/2000 13.93% -1.87% 11.52% 8.01% 9.87%
Small-Cap Blend 10/26/2000 14.59% -2.25% 13.86% 8.71% 11.09%
Large-Cap Value 04/05/2000 15.79% -3.60% 4.25% 6.20% 3.43%

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