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: September 18, 2020 Average Annualized Returns
Past performance is no guarantee of future results.
Folio
Inception
YTD
1 Yr
3 Yr
5 Yr
Since Incep.
Growth ETF 12/10/2001 12.88% 20.42% 15.48% 13.75% 9.72%
Large-Cap Growth 04/05/2000 3.58% 12.38% 13.48% 13.07% 4.26%
Mid-Cap Growth 04/05/2000 8.62% 11.20% 13.41% 12.62% 8.48%
Conservative 04/05/2000 8.06% 10.06% 14.29% 16.03% 11.58%
Aggressive 04/05/2000 -0.40% 7.88% 10.60% 13.01% 6.52%
Large-Cap Blend 10/26/2000 1.32% 5.32% 10.12% 12.04% 6.23%
Small-Cap Blend 10/26/2000 -11.69% -1.83% 4.25% 8.34% 10.55%
Small-Cap Growth 04/05/2000 -10.63% -2.60% 0.22% 4.88% 5.18%
Mid-Cap Blend 10/26/2000 -10.83% -4.59% 4.96% 6.32% 8.21%
Mid-Cap Value 04/05/2000 -12.94% -5.80% 2.23% 6.69% 9.13%
Value ETF 12/10/2001 -13.04% -7.58% 1.79% 6.56% 7.95%
Large-Cap Value 04/05/2000 -14.50% -7.59% -3.43% 2.26% 2.63%
Moderate 04/05/2000 -17.83% -9.55% -2.68% 4.64% 8.67%
High Income 09/07/2000 -18.46% -12.38% 1.35% 6.98% 9.14%
Small-Cap Value 04/05/2000 -17.83% -13.39% 1.97% 7.94% 9.38%

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