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: August 17, 2018 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 18.48% 41.14% 18.92% 15.05% 10.99%
Mid-Cap Growth 04/05/2000 17.13% 30.57% 13.46% 13.98% 8.72%
Small-Cap Blend 10/26/2000 13.53% 29.16% 14.53% 13.12% 11.99%
Small-Cap Growth 04/05/2000 12.85% 28.42% 14.65% 13.32% 6.90%
Large-Cap Growth 04/05/2000 11.01% 26.97% 12.58% 14.45% 3.59%
Conservative 04/05/2000 16.25% 24.52% 16.32% 15.91% 11.59%
Growth ETF 12/10/2001 11.51% 24.03% 11.82% 13.26% 9.40%
Mid-Cap Blend 10/26/2000 7.80% 22.70% 9.20% 13.00% 9.55%
Aggressive 04/05/2000 6.32% 22.57% 14.78% 13.49% 6.60%
Value ETF 12/10/2001 4.85% 16.98% 11.22% 12.15% 9.47%
Large-Cap Blend 10/26/2000 4.77% 16.83% 11.74% 11.84% 6.06%
Mid-Cap Value 04/05/2000 -0.84% 16.18% 8.27% 8.97% 10.17%
Moderate 04/05/2000 4.74% 12.76% 11.89% 11.97% 10.60%
High Income 09/07/2000 3.26% 11.72% 11.39% 8.57% 10.63%
MyPlanIQ SAA Balanced 08/12/2010 0.70% 4.34% 5.08% 4.31% 4.76%
MyPlanIQ SAA Conservative 08/12/2010 -0.02% 2.61% 3.97% 3.63% 3.79%
MyPlanIQ SAA Moderate 08/12/2010 -1.60% 2.17% 4.95% 4.19% 4.86%
MyPlanIQ SAA Growth 08/12/2010 -2.44% 2.07% 5.54% 4.56% 5.61%
Large-Cap Value 04/05/2000 -4.87% 1.78% 4.83% 8.57% 3.62%
MyPlanIQ SAA Very Cons 08/12/2010 0.20% 1.63% 2.72% 2.59% 2.95%

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