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Ready-to-Go Folios: Complete List

Last Updated: March 19, 2019

Past performance is no guarantee of future results.

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Results 1 - 169 of 169.
Name
Category
Inception
Date
Since
Inception
1 Mo
3 Mo
Yr to
Date
1 Yr
3 Yr
5 Yr
IPO Candy Strategy 07/28/10 7.25% 2.93% 17.40% 16.11% 28.71% 22.47% 6.85%
Residential REIT Sector/Industry 11/09/00 14.09% -0.15% 11.11% 13.78% 26.79% 15.43% 17.22%
REITs Sector/Industry 04/05/00 11.20% 0.70% 10.28% 13.05% 20.02% 7.95% 10.88%
Utility 5 Sector/Industry 03/11/01 7.69% 2.44% 8.07% 9.65% 18.00% 7.58% 6.36%
Biotechnology Sector/Industry 04/05/00 11.09% 6.04% 28.21% 27.92% 17.02% 18.11% 10.09%
Mid-Cap Growth Investment Style 04/05/00 8.39% -0.85% 20.53% 19.94% 17.01% 18.43% 10.93%
Healthcare Sector/Industry 04/05/00 9.93% 1.20% 10.48% 8.43% 16.55% 12.16% 8.46%
Dogs of the Dow Strategy 04/05/00 8.73% 3.31% 12.98% 12.70% 15.82% 12.99% 11.61%
Utility Sector/Industry 04/05/00 8.67% 2.37% 7.72% 9.62% 15.31% 8.30% 9.83%
High Income Investment Style 09/07/00 10.49% 1.25% 10.33% 12.61% 13.63% 11.27% 8.25%
Retail REIT Sector/Industry 11/09/00 11.63% -3.11% 10.14% 12.60% 12.45% -2.62% 3.44%
Industrial-Office REIT Sector/Industry 11/09/00 8.78% 0.02% 14.45% 17.05% 12.29% 10.40% 8.96%
Internet Sector/Industry 04/05/00 2.31% 3.13% 22.64% 22.80% 11.50% 25.50% 10.08%
European Oil and Gas Geographic 11/18/08 5.91% 2.65% 14.37% 12.95% 10.71% 15.22% 3.13%
Conservative Investment Style 04/05/00 11.26% 0.32% 11.54% 11.00% 10.29% 15.98% 13.33%
Defensive Strategy Strategy 02/28/08 10.90% 1.24% 10.21% 11.32% 9.87% 7.47% 10.09%
Zacks Momentum Anomaly Strategy 10/31/11 20.74% 5.54% 24.75% 24.84% 9.70% 17.55% 11.66%
Folio 50 Market Index 04/05/00 4.02% 3.71% 13.24% 12.89% 8.55% 14.83% 12.50%
Folio 100 Market Index 04/05/00 4.46% 3.94% 15.55% 15.61% 7.59% 18.99% 15.46%
Growth ETF Investment Style 12/10/01 9.11% 1.95% 18.32% 17.94% 7.59% 15.12% 9.85%
Dow Jones Industrial Average (Total Return) 0.14% 11.45% 11.44% 6.90% 15.65% 11.67%
S&P 500 (Total Return) 2.10% 13.57% 13.52% 6.51% 13.67% 11.02%
Folio 30 Market Index 04/05/00 7.01% 1.38% 11.03% 9.78% 6.46% 16.04% 12.21%
Large-Cap ETF Market Index 12/10/01 7.75% 2.08% 13.78% 13.60% 6.45% 13.92% 10.93%
BetterInvesting Top 100 Strategy 08/04/09 14.14% 1.07% 12.66% 12.49% 6.41% 12.46% 11.08%
Analyst Upgrades Strategy 09/07/00 10.69% 3.76% 17.12% 16.58% 6.29% 12.68% 7.67%
Global Geographic 04/05/00 4.13% 2.56% 14.43% 13.60% 6.20% 12.95% 9.51%
Multi-Sector Sector/Industry 04/05/00 5.64% 1.43% 11.13% 10.47% 6.13% 13.93% 9.00%
Long-term Aggressive Asset Allocation 08/24/12 8.72% 2.10% 12.60% 13.08% 6.11% 11.08% 9.24%
Dividend Yield Fundamental 09/22/08 6.77% 2.55% 11.90% 11.94% 6.03% 11.03% 7.15%
Basic Long-term Aggress Asset Allocation 10/07/05 7.88% 1.25% 12.40% 12.83% 5.90% 9.96% 8.03%
Sector ETF Sector/Industry 12/10/01 7.78% 1.19% 12.74% 13.15% 5.85% 10.47% 8.81%
Energy Sector/Industry 04/05/00 7.77% 0.66% 14.24% 15.22% 5.60% 8.69% -0.23%
Small-Cap Value Investment Style 04/05/00 10.03% -4.29% 14.44% 12.79% 5.46% 19.10% 9.05%
High-Yield Bond Bond 09/07/00 4.31% 0.85% 6.37% 6.78% 5.35% 6.51% 3.43%
Basic Med-term Aggress Asset Allocation 10/07/05 7.30% 1.08% 10.08% 10.21% 5.35% 8.31% 6.90%
Basic Long-term Mod Asset Allocation 10/07/05 7.30% 1.03% 10.16% 10.30% 5.24% 8.21% 6.80%
Dow Jones Industrial Average (Price Return) -0.02% 10.99% 10.97% 5.19% 13.72% 9.79%
NASDAQ Composite (Price Return) 3.17% 16.38% 16.41% 5.17% 17.22% 12.38%
Basic Med-term Mod Asset Allocation 10/07/05 6.57% 0.94% 8.17% 8.21% 5.11% 6.59% 5.80%
Technology Sector/Industry 04/05/00 2.03% 4.50% 15.99% 16.86% 5.04% 17.31% 12.22%
Medium-term Conservative Asset Allocation 08/24/12 4.57% 1.02% 7.19% 7.39% 4.96% 6.07% 4.89%
Long-term Conservative Asset Allocation 08/24/12 5.41% 1.25% 9.20% 9.69% 4.89% 7.89% 5.67%
Medium-term Moderate Asset Allocation 08/24/12 5.03% 1.26% 8.70% 9.06% 4.81% 7.50% 5.22%
Consumer Staples 5 Sector/Industry 03/11/01 7.52% 4.96% 12.34% 14.77% 4.79% 3.70% 6.58%
Basic Med-term Conserv Asset Allocation 10/07/05 6.02% 0.82% 6.57% 6.37% 4.66% 5.55% 5.06%
Medium-term Aggressive Asset Allocation 08/24/12 5.72% 1.39% 10.13% 10.65% 4.64% 8.50% 5.92%
Short-term Aggressive Asset Allocation 08/24/12 4.22% 1.01% 6.37% 6.43% 4.63% 5.66% 4.69%
Long-term Moderate Asset Allocation 08/24/12 5.75% 1.47% 10.45% 10.95% 4.54% 8.69% 6.07%
Basic Short-term Aggress Asset Allocation 10/07/05 5.46% 0.75% 5.33% 5.08% 4.52% 4.44% 4.35%
Basic Long-term Conserv Asset Allocation 10/07/05 6.84% 1.02% 8.99% 8.91% 4.44% 7.48% 6.10%
S&P 500 (Price Return) 1.90% 12.99% 12.99% 4.41% 11.39% 8.76%
VizMetrics Permanent Plus Strategy 5.67% -0.14% 7.07% 5.67% 4.39% 5.95% -
Small-Cap ETF Market Index 12/10/01 9.37% -0.24% 16.87% 16.86% 4.34% 13.59% 7.82%
Aerospace Sector/Industry 04/05/00 16.24% -3.79% 12.08% 13.81% 4.31% 20.58% 13.89%
Short-term Moderate Asset Allocation 08/24/12 3.66% 0.79% 5.19% 5.07% 4.31% 4.58% 3.93%
Wilshire 5000 (Price Return) 1.51% 13.77% 13.78% 4.27% 11.57% 7.96%
Internet 5 Sector/Industry 03/11/01 15.42% 5.75% 21.86% 21.89% 4.26% 23.70% 16.60%
Short-term Conservative Asset Allocation 08/24/12 2.70% 0.56% 3.84% 3.62% 4.01% 3.10% 3.20%
Basic Short-term Conserv Asset Allocation 10/07/05 4.47% 0.57% 3.25% 2.77% 3.96% 2.82% 3.21%
Bond ETF Bond 07/31/02 4.39% 0.49% 2.47% 2.09% 3.92% 2.02% 2.85%
MyPlanIQ SAA Very Cons Investment Style 08/12/10 3.09% 0.95% 4.25% 3.87% 3.92% 3.22% 2.68%
Municipal Bond Bond 01/15/01 4.21% 0.64% 1.89% 1.60% 3.89% 1.96% 3.01%
Corporate Bond Bond 09/07/00 4.24% 0.72% 3.66% 3.57% 3.88% 3.17% 3.17%
Target 2050 Conservative Target Date 07/14/10 6.93% 0.84% 10.73% 10.70% 3.86% 9.65% 6.41%
MyPlanIQ SAA Balanced Investment Style 08/12/10 4.79% 1.42% 7.47% 7.09% 3.78% 5.68% 4.17%
MyPlanIQ SAA Conservative Investment Style 08/12/10 3.91% 1.04% 6.05% 5.57% 3.75% 4.42% 3.48%
Basic Short-term Mod Asset Allocation 10/07/05 4.85% 0.74% 4.26% 3.81% 3.74% 3.73% 3.66%
Target 2055 Conservative Target Date 07/14/10 6.91% 0.92% 11.03% 10.97% 3.70% 9.86% 6.52%
Target 2060 Conservative Target Date 07/14/10 6.91% 0.92% 11.03% 10.97% 3.70% 9.86% 6.52%
Target 2045 Conservative Target Date 12/21/07 4.76% 0.75% 10.21% 10.17% 3.65% 9.13% 6.00%
Mid-Cap Blend Investment Style 10/26/00 8.89% -2.88% 11.06% 10.54% 3.61% 9.15% 8.11%
Government Bond Bond 09/07/00 4.12% 0.22% 1.36% 0.88% 3.59% 0.89% 2.37%
Target 2040 Conservative Target Date 12/21/07 4.29% 0.50% 9.04% 9.02% 3.52% 7.73% 4.97%
Price-to-Sales Fundamental 09/22/08 6.45% 0.69% 10.56% 11.38% 3.41% 10.99% 6.90%
MarketGlide 2015 Strategy 08/12/09 6.91% 1.11% 7.54% 7.37% 3.27% 6.36% 4.77%
MarketGlide 2020 Strategy 08/12/09 7.66% 1.22% 8.39% 8.24% 3.27% 7.18% 5.27%
MarketGlide 2010 Strategy 08/12/09 6.32% 1.04% 6.95% 6.79% 3.26% 5.84% 4.44%
MarketGlide 2025 Strategy 08/12/09 8.44% 1.35% 9.50% 9.34% 3.23% 8.20% 5.88%
Large-Cap Blend Investment Style 10/26/00 5.87% -0.05% 12.72% 12.84% 3.20% 11.75% 9.49%
Target 2030 Aggressive Target Date 12/21/07 4.73% 1.08% 12.20% 12.13% 3.18% 10.50% 7.07%
Target 2040 Moderate Target Date 12/21/07 4.51% 1.08% 12.20% 12.13% 3.18% 10.49% 6.45%
Target 2015 Aggressive Target Date 12/21/07 3.31% 0.60% 9.13% 9.26% 3.16% 7.64% 4.65%
Low Volatility Strategy 02/26/08 4.51% 0.75% 4.20% 5.18% 3.14% 3.28% 3.19%
Target 2015 Moderate Target Date 12/21/07 3.64% 0.38% 7.50% 7.39% 3.13% 6.28% 3.62%
Target 2050 Aggressive Target Date 07/14/10 7.45% 1.21% 13.78% 13.58% 3.09% 11.25% 7.16%
Target 2055 Aggressive Target Date 07/14/10 7.46% 1.21% 13.78% 13.59% 3.09% 11.25% 7.17%
Target 2060 Aggressive Target Date 07/14/10 7.46% 1.21% 13.78% 13.59% 3.09% 11.25% 7.17%
Target 2050 Moderate Target Date 07/14/10 7.94% 0.99% 13.00% 12.93% 3.08% 10.81% 7.33%
MarketGlide 2030 Strategy 08/12/09 9.08% 1.47% 10.57% 10.41% 3.05% 9.13% 6.41%
MarketGlide 2045 Strategy 08/12/09 10.19% 1.73% 12.54% 12.40% 3.02% 11.02% 7.53%
MarketGlide 2040 Strategy 08/12/09 9.93% 1.67% 12.13% 11.99% 2.99% 10.60% 7.26%
Target 2010 Moderate Target Date 12/21/07 3.64% 0.44% 6.84% 6.66% 2.98% 5.95% 3.53%
MarketGlide 2035 Strategy 08/12/09 9.59% 1.58% 11.48% 11.33% 2.98% 9.99% 6.91%
MarketGlide 2050 Strategy 08/12/09 10.31% 1.76% 12.80% 12.64% 2.98% 11.20% 7.66%
Target 2035 Conservative Target Date 12/21/07 4.01% 0.50% 8.25% 8.13% 2.97% 7.20% 4.54%
Target 2035 Aggressive Target Date 12/21/07 4.67% 0.94% 12.59% 12.47% 2.93% 10.60% 7.04%
Target 2010 Aggressive Target Date 12/21/07 3.33% 0.50% 8.25% 8.12% 2.92% 7.16% 4.51%
Target 2025 Aggressive Target Date 12/21/07 4.24% 0.92% 11.27% 11.29% 2.90% 9.50% 6.09%
Target 2035 Moderate Target Date 12/21/07 4.33% 0.91% 11.26% 11.29% 2.89% 9.51% 6.04%
Target 2040 Aggressive Target Date 12/21/07 4.68% 0.95% 12.78% 12.71% 2.86% 10.73% 6.89%
Target 2045 Moderate Target Date 12/21/07 4.76% 0.95% 12.79% 12.71% 2.86% 10.73% 6.94%
Target 2030 Conservative Target Date 12/21/07 3.85% 0.52% 7.67% 7.58% 2.82% 6.67% 4.11%
Target 2020 Moderate Target Date 12/21/07 3.86% 0.50% 8.56% 8.56% 2.77% 7.20% 4.48%
Target 2045 Aggressive Target Date 12/21/07 4.81% 1.10% 13.22% 13.08% 2.75% 10.96% 6.96%
Target 2030 Moderate Target Date 12/21/07 4.04% 0.77% 10.26% 10.36% 2.75% 8.39% 5.22%
Low Volatility ETF Strategy 02/26/08 4.40% 0.58% 5.12% 4.90% 2.74% 4.04% 3.35%
Target 2055 Moderate Target Date 07/14/10 7.58% 1.10% 13.22% 13.08% 2.74% 10.96% 7.04%
Target 2060 Moderate Target Date 07/14/10 7.42% 1.10% 13.22% 13.08% 2.74% 10.95% 7.04%
Target 2020 Aggressive Target Date 12/21/07 3.64% 0.77% 10.26% 10.36% 2.73% 8.36% 5.30%
Target 2015 Conservative Target Date 12/21/07 3.38% 0.57% 6.04% 5.83% 2.71% 5.81% 3.36%
Target 2020 Conservative Target Date 12/21/07 3.44% 0.50% 6.48% 6.35% 2.69% 5.83% 3.37%
CWM Global Market Strategy 07/28/14 4.26% 1.32% 7.66% 7.43% 2.66% 6.38% -
Target 2025 Conservative Target Date 12/21/07 3.80% 0.52% 6.80% 6.68% 2.61% 6.06% 3.57%
Target 2010 Conservative Target Date 12/21/07 3.81% 0.55% 4.97% 4.86% 2.59% 5.22% 3.32%
Target 2025 Moderate Target Date 12/21/07 4.00% 0.75% 9.54% 9.51% 2.57% 8.10% 5.02%
MyPlanIQ SAA Moderate Investment Style 08/12/10 4.92% 0.94% 7.56% 7.28% 2.27% 5.19% 4.11%
Top Ten Buys Strategy 03/11/01 6.62% 0.09% 15.31% 14.62% 2.03% 5.15% 3.62%
MyPlanIQ SAA Growth Investment Style 08/12/10 5.67% 0.88% 8.88% 8.52% 1.97% 5.88% 4.41%
Basic Materials Sector/Industry 04/05/00 8.99% 1.27% 14.25% 12.11% 1.95% 14.81% 5.83%
FFCM ETF Absolute Return Strategy 02/08/13 2.24% 0.21% 3.85% 4.06% 1.89% 3.33% 2.12%
Value ETF Investment Style 12/10/01 8.94% -0.10% 12.64% 13.01% 1.77% 11.03% 8.42%
Global Bond Bond 09/07/00 6.79% 1.22% 5.21% 4.50% 1.30% 3.39% 3.20%
Price-to-Book Fundamental 09/22/08 5.03% 2.53% 13.59% 13.60% 1.27% 11.10% 5.89%
Large-Cap Growth Investment Style 04/05/00 3.40% 1.26% 17.25% 16.64% 0.60% 13.34% 9.96%
Foreign Small Cap Geographic 09/15/08 11.05% 4.04% 23.66% 21.98% 0.50% 21.99% 12.61%
Global ETF Geographic 12/10/01 7.96% 2.56% 12.83% 12.59% 0.48% 10.80% 6.63%
Analyst Growth Strategy 09/07/00 6.17% 1.42% 15.28% 16.10% 0.21% 15.83% 10.27%
Consumer Staples Sector/Industry 04/05/00 10.13% 1.55% 8.52% 10.25% 0.11% 4.15% 8.00%
Aggressive Investment Style 04/05/00 6.30% 0.39% 15.44% 15.53% 0.10% 15.37% 10.67%
Europe 100 Geographic 11/17/08 7.22% 4.15% 13.67% 12.98% -0.04% 6.93% 1.50%
Mid-Cap Value Investment Style 04/05/00 9.74% -0.09% 18.75% 19.30% -0.14% 10.26% 6.26%
Transport Sector/Industry 04/05/00 8.84% -1.86% 13.68% 13.53% -0.84% 10.30% 8.00%
Russell 2000 (Price Return) -1.24% 15.25% 15.31% -0.99% 12.17% 5.39%
Developed Markets 100 Geographic 09/15/08 3.37% 3.27% 12.14% 11.73% -1.24% 7.05% 1.78%
BRIC Geographic 09/15/08 4.53% 5.77% 21.09% 20.17% -1.69% 17.22% 7.62%
Small-Cap Blend Investment Style 10/26/00 10.92% -3.88% 11.43% 10.52% -1.72% 13.39% 7.49%
International 100 Geographic 11/19/08 7.80% 3.46% 12.97% 12.39% -1.84% 8.31% 2.65%
Military Procurement Strategy 06/06/03 14.74% -2.89% 13.06% 14.92% -1.91% 15.64% 14.05%
Bear Market 1X Strategy 02/21/08 -10.14% -0.30% -9.91% -9.69% -1.95% -9.83% -7.93%
Analyst Selections Strategy 09/07/00 3.39% 0.04% 11.41% 12.30% -1.98% 11.48% 8.84%
Moderate Investment Style 04/05/00 9.83% -3.28% 12.39% 12.31% -2.22% 11.65% 7.55%
International Geographic 04/05/00 3.36% 1.03% 11.08% 11.01% -4.07% 7.65% 5.64%
Small-Cap Growth Investment Style 04/05/00 5.90% -3.65% 16.10% 16.30% -4.30% 13.43% 5.59%
Telecomms Sector/Industry 04/05/00 -0.97% 1.04% 6.69% 8.48% -4.63% 3.72% 2.84%
Emerging Markets 50 Geographic 09/15/08 3.97% 4.02% 15.80% 14.84% -4.68% 13.60% 6.75%
Large-Cap Value Investment Style 04/05/00 3.32% 0.84% 12.91% 13.18% -4.83% 3.94% 6.43%
Precious Metals Sector/Industry 06/25/09 0.06% -0.91% 6.38% 2.81% -5.18% -1.30% -5.80%
Personal Finance Growth Strategy 08/08/11 8.40% 1.32% 14.44% 15.03% -5.20% 6.53% 4.63%
Financial Sector/Industry 04/05/00 3.69% 1.80% 12.85% 12.09% -5.76% 11.39% 6.27%
Bear Market 1.5X Strategy 02/21/08 -18.09% -1.13% -16.19% -15.72% -6.55% -17.28% -14.55%
Wine Beer and Spirits Sector/Industry 06/06/03 14.18% 0.89% 10.43% 12.25% -6.65% 6.02% 5.28%
Euroland Geographic 11/18/08 5.53% 4.41% 12.43% 13.08% -6.84% 5.73% 0.73%
International Telecom 35 Geographic 11/17/08 4.87% 1.95% 4.83% 5.31% -7.63% 0.16% 0.28%
China Select Geographic 09/28/08 8.89% 6.13% 22.22% 22.79% -8.07% 12.73% 8.02%
Latin America Geographic 04/05/00 10.97% 1.00% 14.28% 11.30% -8.13% 19.18% 10.91%
Banks Sector/Industry 04/05/00 5.27% 2.43% 15.73% 14.81% -8.22% 10.83% 5.00%
Tiny Titans 101 Strategy 10/19/10 3.22% -6.24% 13.37% 15.83% -9.30% 8.81% 7.54%
Asia Geographic 04/05/00 2.83% 1.37% 11.18% 11.68% -9.90% 6.99% 6.67%
Australia and New Zealand Geographic 07/18/07 -4.82% 4.40% 17.35% 18.98% -11.08% 0.00% -5.66%
Japan Geographic 11/21/00 1.12% -1.24% 3.96% 4.76% -11.50% 5.07% 5.19%
Western Pacific Rim Geographic 08/06/09 9.66% 1.63% 11.09% 12.90% -11.68% 9.62% 3.22%
Construction Sector/Industry 04/05/00 8.56% -0.39% 15.66% 15.10% -11.87% 7.73% 6.37%
Bear Market 2X Strategy 02/21/08 -27.76% -1.55% -24.58% -23.79% -12.17% -26.85% -22.65%
Africa Geographic 04/05/00 8.68% -1.61% 13.33% 9.81% -12.21% 5.01% -1.03%
Zacks Value Anomaly Strategy 10/31/11 7.74% -4.64% 11.45% 14.48% -13.14% 6.43% -1.70%
Zacks Analyst Anomaly Strategy 10/31/11 9.57% -0.80% 18.75% 21.11% -13.87% 2.61% -1.41%
Zacks Small Cap Anomaly Strategy 10/31/11 2.65% -3.44% 16.65% 16.56% -20.07% 1.73% -9.79%
Zacks Multi-Anomaly Strategy 10/31/11 -5.15% -12.34% -0.05% -1.51% -32.98% -13.79% -16.66%
Results 1 - 169 of 169.

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