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: March 2, 2021 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 22.41% 57.05% 16.21% 21.29% 11.60%
Mid-Cap Growth 04/05/2000 4.09% 51.36% 21.59% 21.68% 9.72%
Small-Cap Growth 04/05/2000 16.23% 45.44% 11.46% 15.71% 7.00%
Growth ETF 12/10/2001 3.52% 44.67% 21.07% 20.31% 10.78%
Aggressive 04/05/2000 7.28% 37.26% 14.91% 19.08% 7.67%
Small-Cap Blend 10/26/2000 9.77% 36.99% 14.14% 16.65% 11.99%
Mid-Cap Value 04/05/2000 4.85% 33.82% 10.21% 13.88% 10.26%
Mid-Cap Blend 10/26/2000 8.85% 32.82% 13.28% 13.74% 9.62%
Moderate 04/05/2000 7.26% 25.44% 7.21% 12.62% 10.05%
Value ETF 12/10/2001 9.56% 24.34% 8.97% 12.35% 9.24%
Large-Cap Growth 04/05/2000 1.20% 24.00% 13.64% 16.87% 4.91%
Large-Cap Value 04/05/2000 7.63% 20.24% 3.50% 6.85% 3.62%
Large-Cap Blend 10/26/2000 1.24% 16.57% 10.79% 13.66% 6.64%
Conservative 04/05/2000 -4.72% 16.27% 13.87% 16.12% 11.67%
High Income 09/07/2000 0.50% 3.32% 6.53% 8.96% 9.67%

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