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: February 23, 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 8.09% 32.15% 11.72% 16.42% 3.54%
Aggressive 04/05/2000 4.75% 26.85% 13.99% 15.19% 6.70%
Conservative 04/05/2000 4.95% 26.04% 14.40% 16.76% 11.28%
Mid-Cap Growth 04/05/2000 0.41% 25.41% 9.48% 13.36% 8.03%
Small-Cap Growth 04/05/2000 -2.39% 21.27% 9.20% 14.74% 6.23%
Growth ETF 12/10/2001 3.40% 19.84% 9.56% 13.89% 9.18%
Large-Cap Blend 10/26/2000 1.87% 16.98% 10.67% 13.32% 6.06%
Mid-Cap Value 04/05/2000 -3.46% 13.13% 5.77% 10.88% 10.30%
Small-Cap Value 04/05/2000 -2.05% 12.02% 9.65% 13.80% 10.12%
Value ETF 12/10/2001 0.47% 11.12% 9.50% 13.62% 9.48%
Small-Cap Blend 10/26/2000 -1.27% 10.19% 11.06% 12.76% 11.44%
MyPlanIQ SAA Growth 08/12/2010 -0.02% 9.07% 4.95% 4.97% 6.32%
MyPlanIQ SAA Balanced 08/12/2010 0.27% 8.33% 4.21% 3.79% 5.01%
Large-Cap Value 04/05/2000 -0.98% 8.15% 5.90% 11.49% 3.95%
Mid-Cap Blend 10/26/2000 -0.26% 8.04% 6.62% 14.48% 9.34%
MyPlanIQ SAA Moderate 08/12/2010 -0.07% 7.57% 4.50% 4.19% 5.40%
MyPlanIQ SAA Conservative 08/12/2010 -0.29% 5.99% 3.26% 3.15% 4.00%
High Income 09/07/2000 -3.52% 4.22% 8.11% 9.29% 10.50%
Moderate 04/05/2000 -2.62% 4.05% 7.88% 13.97% 10.45%
MyPlanIQ SAA Very Cons 08/12/2010 -0.61% 3.34% 2.09% 2.06% 3.03%

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