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: August 20, 2019 Average Annualized Returns
Past performance is no guarantee of future results.
Folio
Inception
YTD
1 Yr
3 Yr
5 Yr
Since Incep.
MyPlanIQ SAA Growth 08/12/2010 13.34% 8.15% 5.18% 4.31% 5.91%
MyPlanIQ SAA Conservative 08/12/2010 10.45% 7.73% 4.55% 3.97% 4.24%
Conservative 04/05/2000 19.11% 7.56% 16.75% 15.11% 11.40%
MyPlanIQ SAA Balanced 08/12/2010 11.70% 7.15% 5.45% 4.47% 5.05%
MyPlanIQ SAA Moderate 08/12/2010 11.42% 7.06% 4.71% 4.11% 5.12%
MyPlanIQ SAA Very Cons 08/12/2010 7.90% 6.77% 3.57% 3.12% 3.38%
Large-Cap Growth 04/05/2000 25.94% 5.81% 14.29% 10.10% 3.74%
Large-Cap Blend 10/26/2000 19.29% 5.67% 11.90% 9.30% 6.05%
Growth ETF 12/10/2001 23.48% 5.11% 13.41% 10.16% 9.16%
High Income 09/07/2000 13.16% 4.00% 9.07% 6.84% 10.27%
Mid-Cap Growth 04/05/2000 25.51% 2.98% 16.92% 11.50% 8.45%
Aggressive 04/05/2000 16.57% -1.21% 11.85% 9.19% 6.21%
Mid-Cap Blend 10/26/2000 13.55% -3.35% 7.74% 7.26% 8.84%
Value ETF 12/10/2001 11.73% -4.59% 7.54% 6.93% 8.65%
Mid-Cap Value 04/05/2000 12.65% -7.73% 4.21% 3.76% 9.20%
Large-Cap Value 04/05/2000 7.91% -8.21% 1.97% 2.84% 3.01%
Moderate 04/05/2000 7.32% -12.08% 6.26% 6.27% 9.35%
Small-Cap Value 04/05/2000 7.64% -14.25% 10.65% 7.03% 9.53%
Small-Cap Blend 10/26/2000 4.51% -15.95% 7.91% 7.20% 10.34%
Small-Cap Growth 04/05/2000 5.81% -21.15% 8.65% 3.57% 5.25%

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