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: May 7, 2021 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 30.29% 108.36% 16.02% 19.66% 11.82%
Small-Cap Growth 04/05/2000 29.25% 102.79% 13.14% 18.14% 7.48%
Mid-Cap Value 04/05/2000 17.57% 89.16% 13.54% 14.58% 10.77%
Small-Cap Blend 10/26/2000 18.79% 80.85% 14.48% 17.42% 12.31%
Mid-Cap Growth 04/05/2000 11.22% 70.45% 23.20% 21.87% 9.98%
Moderate 04/05/2000 17.39% 69.43% 10.81% 13.42% 10.43%
Value ETF 12/10/2001 22.15% 67.54% 12.90% 13.66% 9.76%
Aggressive 04/05/2000 15.70% 66.75% 18.49% 19.36% 7.99%
Mid-Cap Blend 10/26/2000 18.68% 66.35% 16.58% 14.86% 9.99%
Large-Cap Value 04/05/2000 18.09% 52.86% 7.07% 7.76% 4.04%
Growth ETF 12/10/2001 5.02% 51.32% 20.94% 19.68% 10.75%
Large-Cap Growth 04/05/2000 9.04% 46.01% 15.66% 17.70% 5.24%
High Income 09/07/2000 9.34% 42.83% 9.11% 9.61% 10.03%
Large-Cap Blend 10/26/2000 11.99% 40.90% 14.90% 15.07% 7.10%
Conservative 04/05/2000 1.76% 33.47% 14.88% 17.38% 11.91%

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