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 16, 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 12.74% 16.62% 17.47% 12.82% 11.24%
Mid-Cap Growth 04/05/2000 7.31% 12.53% 13.56% 9.25% 8.09%
Small-Cap Value 04/05/2000 5.73% 10.70% 18.67% 10.25% 10.16%
High Income 09/07/2000 2.77% 8.32% 12.70% 7.26% 10.45%
Growth ETF 12/10/2001 3.78% 6.34% 11.40% 9.57% 8.79%
Aggressive 04/05/2000 0.73% 5.68% 14.73% 9.81% 6.20%
Value ETF 12/10/2001 -0.07% 4.82% 10.73% 9.17% 9.02%
Small-Cap Blend 10/26/2000 2.57% 4.73% 12.80% 8.87% 11.19%
Large-Cap Blend 10/26/2000 1.61% 4.46% 12.25% 9.48% 5.79%
Large-Cap Growth 04/05/2000 1.20% 4.41% 10.38% 9.79% 3.03%
Small-Cap Growth 04/05/2000 -4.35% 3.11% 9.66% 7.00% 5.86%
Mid-Cap Blend 10/26/2000 -1.34% 1.58% 8.37% 8.59% 8.88%
Moderate 04/05/2000 -4.18% 0.11% 9.51% 8.44% 9.93%
MyPlanIQ SAA Very Cons 08/12/2010 -0.95% -0.62% 2.39% 1.94% 2.71%
MyPlanIQ SAA Balanced 08/12/2010 -1.78% -1.00% 4.59% 3.14% 4.30%
MyPlanIQ SAA Conservative 08/12/2010 -1.84% -1.21% 3.62% 2.61% 3.44%
MyPlanIQ SAA Moderate 08/12/2010 -3.11% -1.67% 4.94% 3.23% 4.52%
Mid-Cap Value 04/05/2000 -8.94% -2.40% 8.78% 5.50% 9.53%
MyPlanIQ SAA Growth 08/12/2010 -4.11% -2.42% 5.87% 3.43% 5.21%
Large-Cap Value 04/05/2000 -9.49% -4.94% 4.15% 5.91% 3.29%

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