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: July 26, 2017 Average Annualized Returns
Past performance is no guarantee of future results.
Folio
Inception
YTD
1 Yr
3 Yr
5 Yr
Since Incep.
Moderate 04/05/2000 10.15% 30.57% 12.36% 20.26% 10.81%
Small-Cap Growth 04/05/2000 13.57% 27.96% 6.51% 16.44% 5.94%
Small-Cap Blend 10/26/2000 6.48% 22.66% 11.00% 15.07% 11.53%
Large-Cap Blend 10/26/2000 13.33% 18.78% 9.92% 14.60% 5.69%
Small-Cap Value 04/05/2000 4.25% 18.57% 8.25% 16.66% 9.85%
Conservative 04/05/2000 20.80% 18.35% 15.30% 16.51% 11.00%
Mid-Cap Growth 04/05/2000 19.80% 17.92% 8.71% 14.48% 7.69%
Large-Cap Growth 04/05/2000 19.12% 16.62% 8.33% 14.15% 2.64%
Growth ETF 12/10/2001 15.33% 16.51% 9.35% 14.83% 8.81%
Aggressive 04/05/2000 16.35% 16.44% 9.64% 14.80% 5.96%
Value ETF 12/10/2001 6.44% 15.10% 8.84% 15.60% 9.25%
Large-Cap Value 04/05/2000 10.90% 14.78% 8.47% 15.00% 3.95%
Mid-Cap Value 04/05/2000 6.53% 12.76% 4.88% 15.00% 10.00%
Mid-Cap Blend 10/26/2000 5.00% 11.51% 8.67% 15.46% 9.16%
High Income 09/07/2000 5.58% 11.13% 6.66% 12.32% 10.72%
MyPlanIQ SAA Growth 08/12/2010 9.83% 6.00% 3.66% 5.58% 6.19%
MyPlanIQ SAA Balanced 08/12/2010 8.78% 5.83% 3.56% 4.05% 4.91%
MyPlanIQ SAA Moderate 08/12/2010 8.00% 5.54% 3.68% 4.58% 5.32%
MyPlanIQ SAA Conservative 08/12/2010 7.05% 3.80% 3.06% 3.74% 4.00%
MyPlanIQ SAA Very Cons 08/12/2010 4.41% 2.66% 2.35% 2.54% 3.16%

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