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: December 3, 2020 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 31.49% 38.47% 18.67% 17.11% 9.40%
Growth ETF 12/10/2001 30.10% 35.03% 18.74% 16.92% 10.43%
Aggressive 04/05/2000 14.95% 20.74% 12.91% 15.67% 7.19%
Large-Cap Growth 04/05/2000 14.02% 19.37% 14.07% 14.70% 4.70%
Conservative 04/05/2000 14.89% 18.47% 15.00% 17.07% 11.79%
Large-Cap Blend 10/26/2000 8.37% 12.57% 9.87% 12.82% 6.52%
Mid-Cap Value 04/05/2000 4.02% 10.86% 6.98% 11.27% 9.98%
Small-Cap Blend 10/26/2000 4.54% 10.35% 7.83% 11.69% 11.36%
Small-Cap Value 04/05/2000 3.46% 9.62% 6.42% 14.16% 10.51%
Small-Cap Growth 04/05/2000 4.66% 9.62% 3.50% 7.94% 5.93%
Mid-Cap Blend 10/26/2000 4.70% 8.36% 7.88% 9.38% 8.99%
Value ETF 12/10/2001 0.72% 4.97% 4.83% 9.00% 8.69%
Moderate 04/05/2000 -2.19% 3.13% 1.77% 7.76% 9.50%
Large-Cap Value 04/05/2000 -3.11% 1.93% -0.07% 3.97% 3.23%
High Income 09/07/2000 -7.58% -2.59% 4.53% 9.53% 9.72%

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