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 18, 2017 Average Annualized Returns
Past performance is no guarantee of future results.
Folio
Inception
YTD
1 Yr
3 Yr
5 Yr
Since Incep.
Small-Cap Growth 04/05/2000 14.91% 29.12% 6.41% 13.43% 5.95%
Moderate 04/05/2000 8.98% 26.53% 10.88% 17.69% 10.65%
Mid-Cap Growth 04/05/2000 21.94% 25.51% 9.40% 12.39% 7.73%
Conservative 04/05/2000 21.82% 24.67% 14.84% 14.99% 10.97%
Small-Cap Blend 10/26/2000 6.73% 23.16% 11.10% 12.49% 11.44%
Aggressive 04/05/2000 17.03% 22.85% 9.63% 12.66% 5.95%
Small-Cap Value 04/05/2000 6.69% 22.12% 8.26% 14.71% 9.91%
Large-Cap Value 04/05/2000 10.10% 19.67% 7.41% 12.75% 3.87%
Large-Cap Blend 10/26/2000 12.58% 18.98% 8.57% 12.89% 5.50%
Large-Cap Growth 04/05/2000 19.48% 18.87% 7.70% 13.00% 2.64%
Growth ETF 12/10/2001 15.89% 18.28% 8.68% 12.89% 8.75%
Value ETF 12/10/2001 7.16% 17.58% 8.66% 13.94% 9.21%
Mid-Cap Value 04/05/2000 11.89% 17.57% 6.36% 13.78% 10.32%
High Income 09/07/2000 6.86% 16.82% 7.08% 10.91% 10.60%
Mid-Cap Blend 10/26/2000 4.01% 11.81% 7.08% 13.14% 9.01%
MyPlanIQ SAA Growth 08/12/2010 12.30% 9.66% 5.25% 4.98% 6.38%
MyPlanIQ SAA Moderate 08/12/2010 9.94% 8.27% 4.92% 4.17% 5.45%
MyPlanIQ SAA Balanced 08/12/2010 10.36% 7.44% 4.50% 3.62% 5.01%
MyPlanIQ SAA Conservative 08/12/2010 8.47% 5.32% 3.93% 3.18% 4.00%
MyPlanIQ SAA Very Cons 08/12/2010 5.20% 3.35% 2.83% 2.31% 3.20%

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