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Ready-to-Go Folios: Investment Style Category

Ready-to-Go Folios Main | See All Folios

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: October 17, 2018
Past performance is no guarantee of future results.

Average Annualized Returns

Folio
Inception
Date
YTD
1 Yr
3 Yr
5 Yr
Since
Incep.
Conservative 04/05/00 14.10% 18.29% 17.02% 13.90% 11.37%
Small-Cap Blend 10/26/00 4.35% 4.21% 12.83% 9.38% 11.35%
Small-Cap Value 04/05/00 12.41% 20.12% 18.08% 11.76% 10.57%
High Income 09/07/00 3.13% 7.65% 11.44% 7.84% 10.52%
Moderate 04/05/00 -1.39% -1.66% 10.06% 9.52% 10.14%
Mid-Cap Value 04/05/00 -5.35% 0.55% 8.62% 6.70% 9.80%
Value ETF 12/10/01 1.13% 6.07% 11.12% 10.18% 9.14%
Growth ETF 12/10/01 8.14% 12.60% 12.71% 11.01% 9.10%
Mid-Cap Blend 10/26/00 1.42% 5.95% 9.15% 10.40% 9.09%
Mid-Cap Growth 04/05/00 15.09% 19.67% 16.31% 11.64% 8.54%
Small-Cap Growth 04/05/00 4.53% 11.62% 11.70% 9.51% 6.39%
Aggressive 04/05/00 3.00% 9.55% 15.39% 11.20% 6.36%
Large-Cap Blend 10/26/00 3.89% 10.03% 13.34% 10.61% 5.95%
MyPlanIQ SAA Growth 08/12/10 -4.64% -2.99% 4.68% 3.21% 5.19%
MyPlanIQ SAA Moderate 08/12/10 -3.47% -2.10% 4.11% 3.06% 4.52%
MyPlanIQ SAA Balanced 08/12/10 -1.35% -0.07% 4.27% 3.17% 4.40%
Large-Cap Value 04/05/00 -6.14% -3.06% 5.61% 7.22% 3.51%
MyPlanIQ SAA Conservative 08/12/10 -1.71% -0.81% 3.17% 2.57% 3.49%
Large-Cap Growth 04/05/00 5.69% 11.42% 12.32% 11.46% 3.29%
MyPlanIQ SAA Very Cons 08/12/10 -1.07% -0.67% 2.08% 1.91% 2.73%

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