1-888-485-3456 Free Online Demo Login
MENU

Ready-to-Go Folios: Complete List

Last Updated: November 25, 2020

Past performance is no guarantee of future results.

First Prev Next Last Separator
Results 1 - 133 of 133.
Name
Category
Inception
Date
Since
Inception
1 Mo
3 Mo
Yr to
Date
1 Yr
3 Yr
5 Yr
Internet Sector/Industry 04/05/00 5.49% 7.47% 21.53% 85.05% 88.38% 31.33% 26.85%
Internet 5 Sector/Industry 03/11/01 17.33% -0.09% 1.59% 53.36% 60.95% 24.90% 27.12%
Folio 100 Market Index 04/05/00 6.84% 4.13% 4.04% 40.81% 46.96% 24.87% 22.03%
NASDAQ Composite (Price Return) 4.73% 5.48% 34.79% 39.97% 20.61% 18.75%
Biotechnology Sector/Industry 04/05/00 12.28% 2.84% 7.43% 32.35% 38.73% 23.38% 13.06%
Technology Sector/Industry 04/05/00 3.61% 3.29% 7.60% 31.95% 36.08% 16.69% 18.96%
Mid-Cap Growth Investment Style 04/05/00 9.34% 7.60% 13.48% 29.76% 35.04% 18.35% 16.08%
Growth ETF Investment Style 12/10/01 10.35% 5.07% 9.51% 28.02% 31.39% 18.16% 16.02%
BetterInvesting Top 100 Strategy 08/04/09 15.32% 8.33% 11.18% 23.40% 26.76% 16.62% 15.11%
Multi-Sector Sector/Industry 04/05/00 6.79% 6.82% 7.60% 21.06% 25.26% 15.39% 15.43%
Folio 50 Market Index 04/05/00 5.33% 2.60% 2.30% 20.53% 25.22% 16.48% 15.80%
Construction Sector/Industry 04/05/00 10.10% 5.18% 9.57% 22.15% 23.80% 8.23% 12.53%
Precious Metals Sector/Industry 06/25/09 2.91% -1.12% -5.28% 16.92% 23.75% 9.19% 8.79%
Transport Sector/Industry 04/05/00 9.55% 6.26% 11.76% 22.00% 21.78% 13.59% 12.11%
Asia Geographic 04/05/00 3.55% 5.58% 10.57% 16.12% 20.95% 3.18% 8.47%
Basic Materials Sector/Industry 04/05/00 9.62% 5.49% 10.42% 16.38% 20.66% 12.10% 15.29%
Large-Cap ETF Market Index 12/10/01 8.53% 5.64% 7.12% 15.94% 19.58% 14.32% 13.96%
Conservative Investment Style 04/05/00 11.80% -0.15% 2.03% 14.92% 19.24% 15.41% 16.60%
Wilshire 5000 (Price Return) 5.92% 7.77% 15.28% 18.56% 11.89% 11.75%
S&P 500 (Total Return) 4.92% 5.84% 14.24% 17.95% 13.90% 13.93%
Aggressive Investment Style 04/05/00 7.16% 7.61% 12.86% 14.12% 17.62% 13.18% 15.22%
Large-Cap Growth Investment Style 04/05/00 4.66% 1.97% 5.29% 13.08% 17.37% 14.22% 14.02%
Africa Geographic 04/05/00 9.26% 7.33% 8.97% 8.39% 16.26% 7.39% 11.73%
Long-term Aggressive Asset Allocation 08/24/12 10.06% 7.22% 6.09% 13.30% 16.11% 10.79% 11.89%
Target 2055 Conservative Target Date 07/14/10 7.76% 8.75% 8.61% 13.32% 16.03% 9.39% 10.56%
Target 2060 Conservative Target Date 07/14/10 7.76% 8.75% 8.61% 13.32% 16.03% 9.39% 10.56%
Small-Cap ETF Market Index 12/10/01 9.67% 10.28% 16.41% 13.19% 15.90% 10.25% 11.57%
S&P 500 (Price Return) 4.74% 5.40% 12.35% 15.78% 11.72% 11.67%
Global Geographic 04/05/00 4.87% 5.18% 5.40% 11.91% 15.77% 12.45% 12.17%
Target 2050 Conservative Target Date 07/14/10 7.79% 8.62% 8.43% 13.12% 15.71% 9.31% 10.37%
Target 2030 Aggressive Target Date 12/21/07 5.49% 9.63% 9.43% 11.35% 14.76% 8.48% 10.40%
Target 2040 Moderate Target Date 12/21/07 5.34% 9.63% 9.43% 11.35% 14.76% 8.48% 10.40%
Target 2045 Conservative Target Date 12/21/07 5.65% 8.41% 8.14% 12.31% 14.73% 8.77% 9.78%
Top Ten Buys Strategy 03/11/01 7.17% 1.58% -1.84% 8.10% 14.72% 7.40% 6.70%
Analyst Selections Strategy 09/07/00 3.90% 3.88% 7.27% 10.11% 14.37% 7.45% 9.35%
Target 2035 Aggressive Target Date 12/21/07 5.39% 10.11% 10.26% 10.49% 13.89% 8.14% 10.36%
Russell 2000 (Price Return) 12.47% 17.43% 10.58% 13.72% 6.69% 9.01%
Target 2045 Aggressive Target Date 12/21/07 5.52% 10.33% 10.73% 9.97% 13.71% 7.94% 10.41%
Target 2055 Moderate Target Date 07/14/10 7.97% 10.33% 10.72% 9.97% 13.71% 7.94% 10.41%
Target 2060 Moderate Target Date 07/14/10 7.84% 10.33% 10.73% 9.97% 13.71% 7.94% 10.41%
Target 2050 Moderate Target Date 07/14/10 8.28% 10.28% 10.54% 10.04% 13.61% 8.04% 10.39%
Target 2040 Aggressive Target Date 12/21/07 5.39% 10.22% 10.39% 10.04% 13.55% 7.95% 10.28%
Target 2045 Moderate Target Date 12/21/07 5.44% 10.22% 10.39% 10.04% 13.55% 7.95% 10.28%
Target 2060 Aggressive Target Date 07/14/10 7.76% 10.42% 10.87% 9.04% 13.14% 7.77% 10.45%
Target 2050 Aggressive Target Date 07/14/10 7.75% 10.42% 10.86% 9.04% 13.13% 7.77% 10.45%
Target 2055 Aggressive Target Date 07/14/10 7.76% 10.42% 10.86% 9.04% 13.13% 7.77% 10.45%
Target 2025 Aggressive Target Date 12/21/07 4.89% 9.42% 8.86% 9.89% 12.90% 7.51% 9.25%
Target 2035 Moderate Target Date 12/21/07 5.01% 9.42% 8.86% 9.89% 12.90% 7.51% 9.25%
Sector ETF Sector/Industry 12/10/01 8.18% 8.13% 9.83% 9.44% 12.86% 9.57% 10.73%
Global ETF Geographic 12/10/01 8.27% 7.28% 7.78% 9.17% 12.69% 7.80% 9.70%
Target 2025 Moderate Target Date 12/21/07 4.63% 8.52% 7.85% 9.43% 11.78% 6.89% 8.11%
Target 2040 Conservative Target Date 12/21/07 4.97% 8.03% 7.58% 9.77% 11.75% 7.38% 8.30%
Defensive Strategy Strategy 02/28/08 11.48% 3.63% 5.62% 8.07% 11.71% 13.39% 11.75%
Long-term Moderate Asset Allocation 08/24/12 6.77% 6.94% 5.45% 9.21% 11.46% 7.75% 8.97%
Basic Long-term Aggress Asset Allocation 10/07/05 8.14% 6.30% 8.31% 8.90% 11.33% 9.27% 9.79%
Target 2010 Aggressive Target Date 12/21/07 4.03% 7.65% 7.08% 9.37% 11.20% 6.89% 7.66%
Target 2035 Conservative Target Date 12/21/07 4.61% 7.65% 7.08% 9.37% 11.20% 6.88% 7.66%
Basic Med-term Aggress Asset Allocation 10/07/05 7.60% 5.05% 6.67% 9.18% 11.03% 8.69% 8.79%
Basic Long-term Conserv Asset Allocation 10/07/05 7.18% 4.59% 6.13% 9.44% 11.01% 8.27% 8.24%
Target 2030 Moderate Target Date 12/21/07 4.57% 9.08% 8.46% 8.42% 11.00% 6.60% 8.17%
Target 2020 Aggressive Target Date 12/21/07 4.22% 9.08% 8.46% 8.42% 11.00% 6.54% 8.13%
Medium-term Aggressive Asset Allocation 08/24/12 6.73% 6.82% 5.32% 8.72% 10.87% 7.68% 8.80%
Basic Long-term Mod Asset Allocation 10/07/05 7.58% 5.13% 6.94% 9.03% 10.84% 8.55% 8.70%
Long-term Conservative Asset Allocation 08/24/12 6.47% 5.90% 4.63% 8.82% 10.64% 7.67% 8.47%
Short-term Aggressive Asset Allocation 08/24/12 5.55% 3.84% 2.75% 9.58% 10.47% 7.42% 7.34%
Large-Cap Blend Investment Style 10/26/00 6.49% 2.67% 4.89% 7.66% 10.43% 10.05% 12.38%
Target 2015 Aggressive Target Date 12/21/07 3.92% 8.09% 7.42% 8.15% 10.31% 6.43% 7.60%
Target 2030 Conservative Target Date 12/21/07 4.39% 7.27% 6.44% 8.57% 10.30% 6.33% 7.06%
Target 2020 Moderate Target Date 12/21/07 4.40% 8.14% 7.31% 8.28% 10.23% 6.33% 7.34%
Target 2015 Conservative Target Date 12/21/07 4.05% 4.82% 4.30% 8.82% 10.20% 6.51% 6.78%
Medium-term Moderate Asset Allocation 08/24/12 6.11% 5.61% 4.32% 8.34% 10.08% 7.37% 8.06%
Target 2010 Moderate Target Date 12/21/07 4.25% 6.45% 5.81% 8.43% 9.92% 6.38% 6.82%
Medium-term Conservative Asset Allocation 08/24/12 5.75% 4.94% 3.42% 8.79% 9.91% 7.23% 7.38%
Target 2015 Moderate Target Date 12/21/07 4.22% 7.42% 6.68% 8.22% 9.74% 6.25% 6.89%
International Geographic 04/05/00 3.68% 6.64% 5.84% 4.35% 9.73% 3.73% 7.40%
Target 2025 Conservative Target Date 12/21/07 4.31% 6.29% 5.53% 8.09% 9.67% 5.99% 6.59%
Basic Med-term Conserv Asset Allocation 10/07/05 6.39% 3.17% 3.98% 8.64% 9.56% 7.33% 6.93%
Target 2020 Conservative Target Date 12/21/07 3.99% 6.10% 5.23% 8.06% 9.54% 6.00% 6.50%
Basic Med-term Mod Asset Allocation 10/07/05 6.87% 4.16% 5.24% 8.14% 9.46% 7.56% 7.50%
Small-Cap Value Investment Style 04/05/00 10.53% 14.74% 24.75% 3.62% 9.30% 6.86% 13.89%
Short-term Moderate Asset Allocation 08/24/12 4.80% 3.93% 2.23% 8.75% 9.24% 6.54% 6.21%
Utility 5 Sector/Industry 03/11/01 7.49% -0.23% 10.89% 5.76% 9.23% 8.41% 10.95%
Low Volatility Strategy 02/26/08 5.04% 3.15% 3.14% 7.09% 9.00% 6.06% 5.37%
Target 2010 Conservative Target Date 12/21/07 4.33% 2.50% 2.36% 7.57% 8.68% 6.01% 6.01%
Consumer Staples 5 Sector/Industry 03/11/01 7.64% 5.38% 7.72% 4.49% 8.61% 5.64% 6.58%
Mid-Cap Value Investment Style 04/05/00 9.99% 14.24% 20.38% 3.90% 8.54% 7.56% 10.77%
Basic Short-term Mod Asset Allocation 10/07/05 5.30% 2.01% 2.11% 8.17% 8.51% 6.25% 5.60%
Basic Short-term Aggress Asset Allocation 10/07/05 5.83% 2.55% 2.93% 7.92% 8.50% 6.59% 6.08%
Low Volatility ETF Strategy 02/26/08 4.79% 2.59% 2.79% 7.40% 8.38% 5.76% 5.16%
Dow Jones Industrial Average (Total Return) 5.59% 6.12% 6.22% 8.15% 10.01% 12.77%
Corporate Bond Bond 09/07/00 4.68% 1.72% 1.33% 7.77% 8.08% 6.61% 5.98%
Analyst Growth Strategy 09/07/00 6.20% 0.82% 2.20% 3.36% 7.89% 6.78% 10.76%
Basic Short-term Conserv Asset Allocation 10/07/05 4.91% 1.29% 1.28% 7.85% 7.84% 5.86% 5.02%
Short-term Conservative Asset Allocation 08/24/12 3.80% 3.39% 1.49% 7.73% 7.76% 5.53% 5.04%
Wine Beer and Spirits Sector/Industry 06/06/03 13.25% 12.82% 15.17% 5.13% 7.34% 2.09% 5.31%
Small-Cap Growth Investment Style 04/05/00 5.90% 6.50% 13.88% 3.86% 7.33% 3.89% 7.24%
Mid-Cap Blend Investment Style 10/26/00 9.02% 10.67% 11.83% 4.95% 7.18% 8.20% 9.01%
Consumer Staples Sector/Industry 04/05/00 10.13% 5.26% 5.29% 2.68% 7.11% 5.51% 6.84%
Small-Cap Blend Investment Style 10/26/00 11.33% 12.98% 18.94% 3.67% 6.83% 8.03% 11.00%
Bond ETF Bond 07/31/02 4.67% 0.78% -0.04% 6.96% 6.72% 5.08% 4.37%
Dow Jones Industrial Average (Price Return) 5.42% 5.75% 4.67% 6.42% 8.23% 10.88%
Australia and New Zealand Geographic 07/18/07 -3.76% 12.37% 3.52% 11.14% 6.36% -0.39% 2.35%
Healthcare Sector/Industry 04/05/00 9.75% -0.31% -2.08% 1.42% 5.13% 10.77% 7.77%
Global Bond Bond 09/07/00 6.54% 2.75% 1.79% 2.45% 4.83% 3.36% 4.57%
Government Bond Bond 09/07/00 3.59% 0.07% -0.65% 5.34% 4.70% 3.29% 2.47%
Price-to-Sales Fundamental 09/22/08 6.22% 12.41% 12.65% 3.07% 4.39% 6.59% 8.47%
High-Yield Bond Bond 09/07/00 4.25% 2.17% 2.41% 2.46% 4.27% 4.27% 5.77%
Municipal Bond Bond 01/15/01 4.19% 1.34% 0.69% 3.93% 4.25% 3.79% 3.08%
Japan Geographic 11/21/00 1.51% 10.87% 9.70% 3.64% 3.81% 0.25% 4.51%
Folio 30 Market Index 04/05/00 6.92% 4.63% 5.58% 1.03% 3.64% 7.89% 11.64%
Value ETF Investment Style 12/10/01 8.69% 10.25% 14.39% 0.52% 3.24% 5.62% 8.57%
Dividend Yield Fundamental 09/22/08 6.29% 8.46% 6.67% -0.02% 2.92% 6.01% 8.42%
Military Procurement Strategy 06/06/03 14.07% 14.99% 16.60% 1.83% 1.65% 7.73% 12.42%
Moderate Investment Style 04/05/00 9.52% 10.66% 15.35% -1.95% 1.52% 2.77% 7.43%
Large-Cap Value Investment Style 04/05/00 3.20% 9.58% 9.95% -3.70% -1.37% 0.23% 3.43%
Dogs of the Dow Strategy 04/05/00 8.19% 10.01% 8.58% -3.18% -1.53% 6.29% 10.02%
Utility Sector/Industry 04/05/00 7.87% 0.45% 7.59% -5.54% -1.53% 2.89% 8.11%
Analyst Upgrades Strategy 09/07/00 9.48% 10.29% 14.98% -4.74% -1.98% 0.08% 4.54%
REITs Sector/Industry 04/05/00 10.48% 5.88% 5.56% -4.11% -2.87% 5.26% 6.74%
High Income Investment Style 09/07/00 9.71% 8.99% 9.25% -7.79% -3.62% 5.14% 8.99%
Price-to-Book Fundamental 09/22/08 4.07% 13.10% 12.64% -6.44% -3.73% 1.75% 5.45%
Financial Sector/Industry 04/05/00 3.37% 9.05% 10.59% -6.60% -3.85% -0.14% 4.98%
Industrial-Office REIT Sector/Industry 11/09/00 8.23% 14.64% 8.35% -5.73% -4.48% 3.81% 7.03%
Telecomms Sector/Industry 04/05/00 -1.67% 6.86% 0.89% -10.09% -8.82% -4.97% 0.81%
Residential REIT Sector/Industry 11/09/00 13.20% 9.23% 11.16% -9.00% -9.31% 6.21% 11.49%
Aerospace Sector/Industry 04/05/00 15.16% 21.67% 19.74% -10.78% -12.29% 4.82% 11.07%
Banks Sector/Industry 04/05/00 3.89% 16.90% 18.27% -17.28% -14.18% -4.38% 2.12%
Latin America Geographic 04/05/00 8.48% 19.97% 20.98% -23.36% -14.68% -8.75% 6.92%
Bear Market 1X Strategy 02/21/08 -10.80% -6.16% -8.69% -18.43% -20.31% -10.62% -10.69%
Energy Sector/Industry 04/05/00 5.25% 26.31% 10.50% -26.74% -23.12% -7.57% -2.28%
Retail REIT Sector/Industry 11/09/00 9.38% 26.00% 25.07% -23.48% -24.46% -6.86% -4.31%
Bear Market 1.5X Strategy 02/21/08 -19.50% -9.18% -12.66% -33.19% -35.63% -20.68% -19.89%
Bear Market 2X Strategy 02/21/08 -30.07% -14.43% -19.95% -50.79% -53.54% -33.17% -31.32%
Results 1 - 133 of 133.

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