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: October 11, 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 Growth 04/05/2000 26.03% 15.94% 16.28% 11.69% 3.71%
MyPlanIQ SAA Growth 08/12/2010 15.80% 14.85% 7.11% 5.89% 6.06%
Conservative 04/05/2000 18.53% 13.92% 18.46% 16.12% 11.29%
Growth ETF 12/10/2001 23.98% 13.40% 14.41% 11.83% 9.11%
MyPlanIQ SAA Moderate 08/12/2010 13.55% 12.64% 6.24% 5.32% 5.26%
Large-Cap Blend 10/26/2000 22.06% 12.61% 13.58% 11.51% 6.13%
MyPlanIQ SAA Balanced 08/12/2010 13.25% 12.61% 6.51% 5.42% 5.13%
MyPlanIQ SAA Conservative 08/12/2010 11.61% 12.02% 5.43% 4.69% 4.29%
High Income 09/07/2000 18.34% 11.91% 11.83% 8.60% 10.45%
Mid-Cap Blend 10/26/2000 19.25% 10.07% 10.32% 9.62% 9.05%
MyPlanIQ SAA Very Cons 08/12/2010 8.74% 9.70% 4.06% 3.50% 3.42%
Aggressive 04/05/2000 20.94% 9.34% 14.44% 11.59% 6.36%
Mid-Cap Growth 04/05/2000 23.02% 7.14% 16.66% 13.01% 8.28%
Value ETF 12/10/2001 15.58% 5.00% 9.42% 8.96% 8.78%
Mid-Cap Value 04/05/2000 18.12% 4.79% 6.78% 6.00% 9.40%
Large-Cap Value 04/05/2000 13.29% 0.53% 4.79% 5.07% 3.25%
Small-Cap Blend 10/26/2000 10.53% -1.00% 10.09% 10.33% 10.58%
Moderate 04/05/2000 9.16% -1.99% 7.01% 7.85% 9.37%
Small-Cap Value 04/05/2000 9.13% -7.56% 11.26% 9.28% 9.54%
Small-Cap Growth 04/05/2000 12.26% -7.62% 9.62% 7.17% 5.53%

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