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 15, 2018 Average Annualized Returns
Past performance is no guarantee of future results.
Folio
Inception
YTD
1 Yr
3 Yr
5 Yr
Since Incep.
Large-Cap Growth 04/05/2000 15.94% 32.15% 14.40% 16.87% 3.88%
Mid-Cap Growth 04/05/2000 13.93% 31.61% 12.78% 15.59% 8.65%
Small-Cap Value 04/05/2000 12.09% 26.90% 14.44% 15.17% 10.76%
Small-Cap Growth 04/05/2000 11.15% 26.79% 12.63% 14.98% 6.88%
Conservative 04/05/2000 14.43% 23.83% 16.48% 16.50% 11.61%
Aggressive 04/05/2000 6.00% 22.40% 13.77% 14.03% 6.65%
Growth ETF 12/10/2001 10.50% 21.80% 11.77% 13.85% 9.44%
Small-Cap Blend 10/26/2000 12.27% 20.48% 13.73% 14.47% 12.04%
Large-Cap Blend 10/26/2000 4.94% 16.38% 11.84% 12.80% 6.13%
Mid-Cap Value 04/05/2000 -1.31% 15.22% 7.46% 10.02% 10.25%
Mid-Cap Blend 10/26/2000 4.21% 14.25% 7.62% 13.00% 9.44%
Value ETF 12/10/2001 2.30% 12.42% 10.17% 12.29% 9.41%
Moderate 04/05/2000 2.39% 7.36% 8.41% 12.36% 10.57%
High Income 09/07/2000 -0.05% 6.88% 10.32% 8.31% 10.53%
MyPlanIQ SAA Balanced 08/12/2010 0.93% 5.81% 4.86% 4.26% 4.90%
MyPlanIQ SAA Growth 08/12/2010 -1.14% 4.95% 5.23% 4.97% 5.91%
MyPlanIQ SAA Moderate 08/12/2010 -0.81% 4.24% 4.75% 4.34% 5.08%
MyPlanIQ SAA Conservative 08/12/2010 0.21% 3.90% 3.82% 3.50% 3.90%
MyPlanIQ SAA Very Cons 08/12/2010 -0.13% 2.04% 2.57% 2.40% 2.97%
Large-Cap Value 04/05/2000 -5.02% 0.29% 4.29% 9.42% 3.64%

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