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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: April 23, 2018
Past performance is no guarantee of future results.

Average Annualized Returns

Folio
Inception
Date
YTD
1 Yr
3 Yr
5 Yr
Since
Incep.
Small-Cap Blend 10/26/00 6.86% 17.03% 11.73% 14.83% 11.83%
Conservative 04/05/00 5.50% 19.24% 13.22% 16.14% 11.21%
Moderate 04/05/00 -0.55% 7.02% 6.62% 13.55% 10.48%
Small-Cap Value 04/05/00 3.10% 18.10% 10.05% 14.68% 10.34%
High Income 09/07/00 -5.97% 0.54% 6.96% 7.24% 10.24%
Mid-Cap Value 04/05/00 -3.73% 14.98% 5.71% 10.59% 10.18%
Value ETF 12/10/01 -0.49% 11.70% 8.79% 12.51% 9.32%
Mid-Cap Blend 10/26/00 -1.83% 5.14% 4.95% 12.90% 9.15%
Growth ETF 12/10/01 2.53% 17.72% 8.45% 13.00% 9.03%
Mid-Cap Growth 04/05/00 0.31% 21.88% 7.69% 14.20% 7.95%
Aggressive 04/05/00 3.39% 25.16% 12.71% 14.30% 6.56%
Small-Cap Growth 04/05/00 1.04% 20.11% 9.15% 15.36% 6.37%
MyPlanIQ SAA Growth 08/12/10 -1.27% 6.39% 4.07% 4.38% 6.01%
Large-Cap Blend 10/26/00 0.24% 17.09% 10.01% 12.35% 5.90%
MyPlanIQ SAA Moderate 08/12/10 -1.04% 5.46% 3.77% 3.65% 5.15%
MyPlanIQ SAA Balanced 08/12/10 -1.06% 5.50% 3.39% 3.20% 4.72%
MyPlanIQ SAA Conservative 08/12/10 -1.25% 3.69% 2.66% 2.53% 3.78%
Large-Cap Value 04/05/00 -3.31% 6.26% 4.22% 10.08% 3.77%
Large-Cap Growth 04/05/00 6.22% 28.80% 10.69% 15.17% 3.40%
MyPlanIQ SAA Very Cons 08/12/10 -1.19% 1.87% 1.58% 1.70% 2.88%

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