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 12, 2018 Average Annualized Returns
Past performance is no guarantee of future results.
Folio
Inception
YTD
1 Yr
3 Yr
5 Yr
Since Incep.
Conservative 04/05/2000 10.85% 11.80% 16.96% 12.95% 11.10%
Mid-Cap Growth 04/05/2000 3.56% 6.64% 12.33% 8.64% 7.86%
High Income 09/07/2000 1.99% 3.53% 13.45% 7.45% 10.36%
Growth ETF 12/10/2001 1.21% 2.30% 11.08% 9.37% 8.59%
Small-Cap Value 04/05/2000 0.25% 1.32% 18.46% 9.20% 9.81%
MyPlanIQ SAA Very Cons 08/12/2010 -0.60% -0.10% 2.61% 2.11% 2.73%
MyPlanIQ SAA Conservative 08/12/2010 -1.51% -0.57% 3.92% 2.88% 3.45%
MyPlanIQ SAA Balanced 08/12/2010 -1.74% -0.71% 4.90% 3.43% 4.27%
Large-Cap Growth 04/05/2000 -1.41% -0.78% 10.01% 9.23% 2.88%
Large-Cap Blend 10/26/2000 -1.47% -1.01% 11.66% 9.11% 5.59%
MyPlanIQ SAA Moderate 08/12/2010 -3.76% -2.31% 5.12% 3.42% 4.39%
Mid-Cap Blend 10/26/2000 -3.34% -2.42% 8.31% 8.54% 8.72%
Small-Cap Blend 10/26/2000 -2.83% -2.73% 11.76% 7.95% 10.81%
MyPlanIQ SAA Growth 08/12/2010 -4.79% -2.93% 6.17% 3.73% 5.08%
Aggressive 04/05/2000 -4.12% -2.96% 13.89% 9.17% 5.90%
Value ETF 12/10/2001 -4.33% -3.42% 10.08% 8.51% 8.70%
Small-Cap Growth 04/05/2000 -8.20% -5.28% 9.32% 6.04% 5.60%
Moderate 04/05/2000 -7.77% -6.67% 9.31% 7.70% 9.66%
Mid-Cap Value 04/05/2000 -13.64% -10.57% 9.10% 4.53% 9.18%
Large-Cap Value 04/05/2000 -14.10% -13.14% 2.85% 5.33% 2.99%

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