Objective

The Growth ETF folio was developed for investors seeking moderately aggressive growth and volatility, through growth style investing.

Strategy

The Growth ETF folio consists of ETFs that track the major MSCI growth indices.

Growth investing generally means buying companies that are believed to have superior revenue and earnings growth potential. This folio captures growth oriented companies from large-cap, mid-cap, and small-cap indexes.

Last Updated: September 26, 2016

Category: Investment Style
Inception Date: December 10, 2001
Date Funded: August 28, 2009*

Folio S&P 500 Total Return
One-Month -0.32% -0.9%
Three-Month 7.62% 5.9%
Year-to-Date 6.99% 6.7%
One-Year 9.5% 13.55%
Three-Year (Annualized) 8.1% 10.39%
Five-Year (Annualized) 14.6% 15.48%
Since Inception 8.21% N/A
Volatility 16.67% 14.52%

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

* Returns reflect model performance from the Inception Date to the Date Funded, and funded performance since the Date Funded, if funded. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a strategy has been updated that you place orders to update your holdings.

#SymbolCompanyWeight
(% of Folio)
1VBKvanguard small-cap growth index fund33.33%
2VOTvanguard mid-cap growth index fund33.34%
3VUGvanguard growth index fund33.33%

Steps to Create This Folio

  1. We chose ETFs offered by Vanguard, created by Vanguard Index Funds, which are designed to closely track the following market indices:
    • MSCI US Small-Cap 1750 Growth Index
    • MSCI US Mid-Cap 450 Growth Index
    • MSCI US Prime Market 750 Growth Index
  2. We equally weighted all ETFs in the folio.

Number of Securities

There are generally 3 securities in the folio.

Update Frequency

Quarterly.

If the characteristics of the folio have changed substantially, the securities included may change. Also, corporate actions, such as a merger, or other events may cause changes to the securities held at any time. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a folio has been updated that you place orders to update your holdings.