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 19, 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 Value 04/05/2000 -0.77% 56.17% 7.67% 16.51% 9.84%
Moderate 04/05/2000 0.26% 40.59% 10.34% 17.60% 10.53%
Small-Cap Blend 10/26/2000 -2.02% 39.09% 8.35% 13.94% 11.34%
Mid-Cap Value 04/05/2000 0.20% 38.22% 4.96% 11.47% 10.02%
High Income 09/07/2000 0.19% 34.81% 6.70% 12.08% 10.72%
Small-Cap Growth 04/05/2000 -2.62% 33.82% 2.41% 11.96% 5.16%
Aggressive 04/05/2000 2.08% 33.67% 7.05% 12.08% 5.33%
Value ETF 12/10/2001 0.08% 31.67% 9.38% 14.53% 9.14%
Mid-Cap Blend 10/26/2000 0.75% 28.71% 9.66% 14.96% 9.18%
Large-Cap Blend 10/26/2000 1.70% 24.48% 8.28% 12.93% 5.16%
Large-Cap Value 04/05/2000 1.76% 23.67% 8.85% 12.08% 3.52%
Growth ETF 12/10/2001 2.25% 23.10% 6.67% 12.49% 8.25%
Mid-Cap Growth 04/05/2000 3.18% 21.64% 4.34% 11.39% 6.98%
Conservative 04/05/2000 1.30% 18.62% 9.06% 14.52% 10.21%
Large-Cap Growth 04/05/2000 2.39% 15.74% 5.80% 11.96% 1.81%
MyPlanIQ SAA Growth 08/12/2010 1.62% 14.00% 3.20% 4.50% 5.41%
MyPlanIQ SAA Moderate 08/12/2010 1.18% 11.22% 3.20% 4.01% 4.69%
MyPlanIQ SAA Balanced 08/12/2010 1.30% 7.88% 2.41% 3.45% 4.15%
MyPlanIQ SAA Conservative 08/12/2010 1.05% 6.00% 2.14% 3.37% 3.39%
MyPlanIQ SAA Very Cons 08/12/2010 0.46% 3.56% 1.73% 2.62% 2.70%

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