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: September 23, 2016 Average Annualized Returns
Past performance is no guarantee of future results.
Folio
Inception
YTD
1 Yr
3 Yr
5 Yr
Since Incep.
High Income 09/07/2000 17.37% 18.50% 5.78% 13.91% 10.50%
Aggressive 04/05/2000 13.23% 16.28% 7.99% 14.13% 5.08%
Small-Cap Value 04/05/2000 20.73% 15.85% 7.25% 18.23% 9.41%
Conservative 04/05/2000 10.30% 15.43% 10.75% 17.03% 10.34%
MyPlanIQ SAA Growth 08/12/2010 12.60% 14.75% 4.40% 6.71% 6.20%
Value ETF 12/10/2001 10.42% 14.38% 9.93% 16.87% 8.78%
Large-Cap Blend 10/26/2000 8.50% 14.30% 8.56% 15.50% 4.91%
Mid-Cap Value 04/05/2000 18.10% 13.13% 7.50% 14.44% 10.03%
MyPlanIQ SAA Moderate 08/12/2010 9.83% 11.53% 4.03% 5.62% 5.28%
Moderate 04/05/2000 8.94% 9.80% 8.49% 17.12% 9.83%
MyPlanIQ SAA Balanced 08/12/2010 7.76% 9.64% 3.62% 5.12% 4.83%
Small-Cap Blend 10/26/2000 10.71% 9.14% 6.50% 16.64% 10.84%
Growth ETF 12/10/2001 7.73% 8.97% 8.64% 15.33% 8.25%
Large-Cap Value 04/05/2000 3.06% 8.82% 8.57% 14.06% 3.14%
Mid-Cap Blend 10/26/2000 7.70% 8.77% 11.32% 17.05% 8.93%
MyPlanIQ SAA Conservative 08/12/2010 7.33% 8.48% 3.54% 5.26% 4.08%
Large-Cap Growth 04/05/2000 2.16% 6.96% 8.97% 13.84% 1.78%
MyPlanIQ SAA Very Cons 08/12/2010 4.75% 5.41% 2.72% 3.30% 3.27%
Mid-Cap Growth 04/05/2000 3.79% 3.81% 5.62% 12.50% 6.88%
Small-Cap Growth 04/05/2000 4.66% 1.56% 5.00% 13.88% 4.87%

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