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: June 25, 2019 Average Annualized Returns
Past performance is no guarantee of future results.
Folio
Inception
YTD
1 Yr
3 Yr
5 Yr
Since Incep.
Large-Cap Blend 10/26/2000 18.48% 8.91% 14.17% 9.27% 6.06%
High Income 09/07/2000 14.10% 8.41% 10.39% 6.99% 10.41%
Conservative 04/05/2000 15.53% 8.07% 17.56% 14.61% 11.32%
Growth ETF 12/10/2001 21.68% 7.83% 15.90% 10.13% 9.16%
MyPlanIQ SAA Balanced 08/12/2010 10.56% 7.11% 6.52% 4.23% 5.02%
MyPlanIQ SAA Conservative 08/12/2010 9.06% 7.10% 5.17% 3.68% 4.17%
MyPlanIQ SAA Growth 08/12/2010 12.33% 7.07% 6.54% 4.19% 5.91%
Mid-Cap Growth 04/05/2000 22.08% 6.53% 18.89% 10.64% 8.37%
MyPlanIQ SAA Moderate 08/12/2010 10.61% 6.48% 5.81% 4.01% 5.13%
MyPlanIQ SAA Very Cons 08/12/2010 6.73% 6.47% 3.80% 2.93% 3.31%
Aggressive 04/05/2000 18.88% 5.19% 15.40% 9.69% 6.37%
Large-Cap Growth 04/05/2000 24.38% 5.14% 17.24% 10.40% 3.70%
Mid-Cap Blend 10/26/2000 13.09% 2.39% 11.03% 7.33% 8.89%
Value ETF 12/10/2001 14.42% 1.85% 11.10% 7.55% 8.88%
Mid-Cap Value 04/05/2000 19.46% 0.88% 10.44% 4.88% 9.61%
Large-Cap Value 04/05/2000 9.13% -3.64% 4.12% 3.70% 3.09%
Moderate 04/05/2000 9.28% -5.12% 10.99% 6.14% 9.53%
Small-Cap Value 04/05/2000 10.91% -6.50% 14.21% 8.00% 9.78%
Small-Cap Growth 04/05/2000 13.41% -11.46% 12.92% 4.80% 5.68%
Small-Cap Blend 10/26/2000 6.57% -13.58% 11.83% 6.88% 10.54%

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