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: January 27, 2020 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 1.51% 29.76% 18.37% 11.75% 4.20%
Growth ETF 12/10/2001 2.00% 25.87% 15.91% 11.70% 9.57%
Aggressive 04/05/2000 -0.63% 21.92% 14.65% 12.17% 6.78%
Large-Cap Blend 10/26/2000 0.55% 21.43% 12.59% 11.09% 6.39%
Mid-Cap Blend 10/26/2000 0.05% 19.61% 9.76% 9.04% 9.38%
Mid-Cap Growth 04/05/2000 1.08% 18.28% 17.06% 12.17% 8.51%
High Income 09/07/2000 -0.30% 17.84% 10.39% 9.45% 10.69%
Conservative 04/05/2000 1.62% 17.10% 18.08% 14.46% 11.42%
MyPlanIQ SAA Growth 08/12/2010 0.59% 15.98% 8.37% 5.37% 6.38%
MyPlanIQ SAA Balanced 08/12/2010 1.03% 15.60% 8.39% 5.38% 5.53%
Value ETF 12/10/2001 -1.37% 14.59% 8.04% 8.55% 9.04%
MyPlanIQ SAA Moderate 08/12/2010 0.43% 13.81% 7.25% 4.88% 5.53%
MyPlanIQ SAA Conservative 08/12/2010 1.07% 13.81% 7.24% 4.57% 4.63%
Mid-Cap Value 04/05/2000 -4.99% 11.71% 6.72% 5.69% 9.61%
Small-Cap Blend 10/26/2000 -0.97% 10.97% 8.39% 9.69% 11.03%
MyPlanIQ SAA Very Cons 08/12/2010 0.77% 10.35% 5.37% 3.49% 3.63%
Moderate 04/05/2000 -1.12% 8.62% 5.42% 7.17% 9.85%
Large-Cap Value 04/05/2000 -3.61% 8.16% 3.15% 4.16% 3.52%
Small-Cap Growth 04/05/2000 -2.31% 5.99% 8.84% 7.25% 5.86%
Small-Cap Value 04/05/2000 -4.66% 2.01% 7.79% 8.99% 9.59%

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