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 9, 2016 Average Annualized Returns
Past performance is no guarantee of future results.
Folio
Inception
YTD
1 Yr
3 Yr
5 Yr
Since Incep.
Small-Cap Value 04/05/2000 36.90% 42.21% 9.68% 19.05% 10.11%
High Income 09/07/2000 25.05% 26.30% 7.19% 13.40% 10.78%
Small-Cap Blend 10/26/2000 25.32% 23.75% 9.00% 15.53% 11.55%
Moderate 04/05/2000 24.55% 23.28% 10.51% 18.33% 10.58%
Mid-Cap Value 04/05/2000 22.08% 23.10% 5.95% 13.00% 10.11%
Value ETF 12/10/2001 21.05% 20.92% 10.78% 16.23% 9.32%
Aggressive 04/05/2000 19.67% 19.01% 7.69% 13.17% 5.37%
Large-Cap Blend 10/26/2000 14.53% 15.22% 8.73% 14.21% 5.19%
Mid-Cap Blend 10/26/2000 15.97% 15.00% 10.50% 16.10% 9.31%
Conservative 04/05/2000 11.53% 12.57% 8.98% 15.49% 10.28%
Small-Cap Growth 04/05/2000 16.55% 12.44% 4.67% 13.13% 5.48%
Large-Cap Value 04/05/2000 10.21% 10.80% 9.41% 13.14% 3.52%
Growth ETF 12/10/2001 9.91% 9.47% 7.66% 13.41% 8.28%
MyPlanIQ SAA Growth 08/12/2010 7.91% 8.49% 2.79% 4.75% 5.26%
MyPlanIQ SAA Moderate 08/12/2010 6.49% 6.91% 2.83% 4.20% 4.58%
Mid-Cap Growth 04/05/2000 7.66% 5.38% 4.25% 11.85% 7.03%
MyPlanIQ SAA Balanced 08/12/2010 3.66% 3.77% 2.08% 3.56% 4.03%
MyPlanIQ SAA Conservative 08/12/2010 3.16% 3.20% 1.90% 3.58% 3.29%
Large-Cap Growth 04/05/2000 2.66% 2.80% 6.69% 12.41% 1.79%
MyPlanIQ SAA Very Cons 08/12/2010 2.25% 2.20% 1.62% 2.68% 2.77%

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