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 15, 2019 Average Annualized Returns
Past performance is no guarantee of future results.
Folio
Inception
YTD
1 Yr
3 Yr
5 Yr
Since Incep.
Mid-Cap Growth 04/05/2000 20.71% 17.54% 24.73% 11.29% 8.47%
Small-Cap Value 04/05/2000 16.49% 13.42% 26.54% 10.98% 10.26%
Conservative 04/05/2000 10.84% 12.18% 19.45% 13.98% 11.30%
Growth ETF 12/10/2001 15.64% 7.16% 19.04% 9.86% 9.03%
Small-Cap Blend 10/26/2000 14.58% 6.54% 19.26% 9.55% 11.20%
High Income 09/07/2000 10.38% 5.50% 15.67% 7.70% 10.42%
Mid-Cap Blend 10/26/2000 13.24% 4.86% 15.06% 9.27% 9.08%
Small-Cap Growth 04/05/2000 19.92% 3.95% 19.66% 7.32% 6.10%
MyPlanIQ SAA Very Cons 08/12/2010 2.70% 2.78% 3.47% 2.43% 2.99%
Large-Cap Blend 10/26/2000 12.72% 2.58% 15.96% 9.80% 5.89%
MyPlanIQ SAA Conservative 08/12/2010 4.18% 2.28% 5.11% 3.21% 3.79%
MyPlanIQ SAA Balanced 08/12/2010 5.27% 1.91% 6.66% 3.81% 4.63%
Moderate 04/05/2000 15.87% 1.59% 18.14% 9.04% 10.06%
Value ETF 12/10/2001 12.75% 1.18% 15.33% 8.94% 8.97%
Large-Cap Growth 04/05/2000 15.09% 1.17% 17.51% 9.96% 3.35%
MyPlanIQ SAA Moderate 08/12/2010 5.83% 0.38% 6.79% 3.85% 4.80%
Aggressive 04/05/2000 14.64% 0.10% 20.51% 10.20% 6.29%
MyPlanIQ SAA Growth 08/12/2010 7.00% -0.15% 8.02% 4.16% 5.56%
Mid-Cap Value 04/05/2000 18.76% -1.41% 17.40% 6.41% 9.76%
Large-Cap Value 04/05/2000 11.68% -9.17% 8.74% 5.93% 3.27%

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