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: November 15, 2019 Average Annualized Returns
Past performance is no guarantee of future results.
Folio
Inception
YTD
1 Yr
3 Yr
5 Yr
Since Incep.
Large-Cap Growth 04/05/2000 31.17% 21.01% 17.20% 10.71% 3.91%
Growth ETF 12/10/2001 29.32% 18.85% 15.68% 10.71% 9.32%
Mid-Cap Blend 10/26/2000 26.36% 18.53% 10.46% 8.81% 9.33%
Aggressive 04/05/2000 28.88% 15.84% 15.09% 11.67% 6.68%
Mid-Cap Value 04/05/2000 28.17% 15.48% 9.21% 5.89% 9.80%
Large-Cap Blend 10/26/2000 24.88% 14.69% 12.88% 10.16% 6.23%
MyPlanIQ SAA Growth 08/12/2010 17.17% 14.58% 8.13% 5.53% 6.13%
MyPlanIQ SAA Balanced 08/12/2010 15.33% 14.04% 7.89% 5.43% 5.28%
High Income 09/07/2000 22.49% 13.49% 11.49% 8.50% 10.60%
MyPlanIQ SAA Conservative 08/12/2010 13.13% 13.05% 6.56% 4.74% 4.40%
Mid-Cap Growth 04/05/2000 24.33% 12.97% 16.59% 11.23% 8.29%
MyPlanIQ SAA Moderate 08/12/2010 14.86% 12.76% 7.10% 5.12% 5.33%
Conservative 04/05/2000 18.47% 10.95% 18.31% 14.35% 11.23%
MyPlanIQ SAA Very Cons 08/12/2010 9.77% 10.40% 4.84% 3.63% 3.49%
Large-Cap Value 04/05/2000 21.88% 10.08% 5.34% 5.11% 3.62%
Value ETF 12/10/2001 21.60% 9.74% 9.38% 8.37% 9.04%
Moderate 04/05/2000 19.16% 8.40% 7.30% 7.52% 9.82%
Small-Cap Blend 10/26/2000 19.16% 7.20% 10.93% 9.45% 10.96%
Small-Cap Growth 04/05/2000 22.12% 7.11% 11.08% 6.79% 5.96%
Small-Cap Value 04/05/2000 11.28% -0.35% 9.85% 7.34% 9.60%

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