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: April 20, 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 6.47% 29.04% 10.92% 15.68% 3.42%
Aggressive 04/05/2000 3.36% 24.70% 13.18% 14.62% 6.56%
Mid-Cap Growth 04/05/2000 0.05% 21.40% 7.75% 14.38% 7.94%
Small-Cap Growth 04/05/2000 1.51% 20.91% 10.10% 15.78% 6.40%
Conservative 04/05/2000 5.81% 19.60% 13.68% 16.45% 11.23%
Small-Cap Value 04/05/2000 3.72% 18.31% 10.28% 15.20% 10.38%
Growth ETF 12/10/2001 2.70% 17.63% 8.85% 13.41% 9.04%
Large-Cap Blend 10/26/2000 -0.15% 16.82% 10.03% 12.53% 5.88%
Small-Cap Blend 10/26/2000 7.06% 16.79% 12.05% 15.15% 11.85%
Mid-Cap Value 04/05/2000 -3.90% 14.34% 6.02% 10.86% 10.18%
Value ETF 12/10/2001 -0.61% 11.19% 8.89% 12.79% 9.31%
MyPlanIQ SAA Growth 08/12/2010 -0.98% 6.67% 4.46% 4.55% 6.05%
Moderate 04/05/2000 -0.72% 6.50% 6.81% 13.76% 10.47%
Large-Cap Value 04/05/2000 -3.36% 6.04% 4.60% 10.25% 3.77%
MyPlanIQ SAA Balanced 08/12/2010 -0.77% 5.75% 3.66% 3.33% 4.77%
MyPlanIQ SAA Moderate 08/12/2010 -0.83% 5.65% 4.05% 3.77% 5.18%
Mid-Cap Blend 10/26/2000 -2.36% 4.04% 5.03% 13.02% 9.12%
MyPlanIQ SAA Conservative 08/12/2010 -0.98% 3.95% 2.86% 2.65% 3.82%
MyPlanIQ SAA Very Cons 08/12/2010 -1.02% 2.02% 1.64% 1.78% 2.91%
High Income 09/07/2000 -6.36% -0.10% 7.02% 7.46% 10.22%

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