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: May 26, 2017 Average Annualized Returns
Past performance is no guarantee of future results.
Folio
Inception
YTD
1 Yr
3 Yr
5 Yr
Since Incep.
Moderate 04/05/2000 7.17% 31.87% 11.76% 19.46% 10.74%
Small-Cap Growth 04/05/2000 7.92% 28.66% 4.40% 14.76% 5.67%
Small-Cap Blend 10/26/2000 2.62% 27.46% 10.08% 14.30% 11.41%
Small-Cap Value 04/05/2000 0.81% 23.85% 7.74% 16.66% 9.74%
Conservative 04/05/2000 17.55% 23.53% 15.08% 16.50% 10.94%
Mid-Cap Growth 04/05/2000 13.03% 19.14% 8.07% 13.28% 7.41%
Growth ETF 12/10/2001 11.66% 18.73% 9.51% 14.24% 8.67%
High Income 09/07/2000 4.42% 18.69% 7.20% 13.16% 10.75%
Aggressive 04/05/2000 11.41% 18.62% 9.36% 14.17% 5.75%
Value ETF 12/10/2001 3.31% 17.66% 9.00% 15.50% 9.15%
Large-Cap Growth 04/05/2000 13.28% 15.91% 8.34% 13.10% 2.37%
Mid-Cap Blend 10/26/2000 2.70% 15.76% 9.73% 15.66% 9.11%
Large-Cap Blend 10/26/2000 8.22% 15.41% 9.15% 14.47% 5.45%
Large-Cap Value 04/05/2000 7.32% 15.38% 8.72% 14.55% 3.79%
Mid-Cap Value 04/05/2000 0.56% 12.72% 4.20% 13.93% 9.83%
MyPlanIQ SAA Growth 08/12/2010 7.66% 9.48% 3.79% 5.95% 6.03%
MyPlanIQ SAA Balanced 08/12/2010 7.28% 8.10% 3.49% 4.63% 4.82%
MyPlanIQ SAA Moderate 08/12/2010 6.20% 7.91% 3.70% 5.08% 5.19%
MyPlanIQ SAA Conservative 08/12/2010 5.95% 6.04% 3.00% 4.41% 3.93%
MyPlanIQ SAA Very Cons 08/12/2010 3.66% 3.81% 2.27% 3.04% 3.12%

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