Ready-to-Go Folios: Investment Style Category

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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: January 22, 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 2.89% 18.27% 13.32% 13.85% 11.77%
Conservative 04/05/00 5.05% 31.98% 16.16% 16.91% 11.35%
High Income 09/07/00 3.86% 16.04% 10.03% 11.37% 11.03%
Moderate 04/05/00 2.49% 15.47% 11.28% 16.26% 10.82%
Mid-Cap Value 04/05/00 3.41% 23.97% 9.80% 13.37% 10.77%
Small-Cap Value 04/05/00 5.21% 23.28% 14.78% 16.01% 10.62%
Value ETF 12/10/01 4.62% 19.99% 12.00% 15.12% 9.81%
Mid-Cap Blend 10/26/00 4.52% 17.45% 10.28% 15.70% 9.69%
Growth ETF 12/10/01 5.75% 27.57% 12.05% 14.74% 9.38%
Mid-Cap Growth 04/05/00 3.44% 31.90% 13.23% 13.66% 8.26%
Aggressive 04/05/00 7.90% 36.75% 16.62% 15.88% 6.91%
MyPlanIQ SAA Growth 08/12/10 2.31% 15.22% 5.41% 5.34% 6.72%
Small-Cap Growth 04/05/00 0.15% 28.94% 11.83% 15.83% 6.41%
Large-Cap Blend 10/26/00 5.68% 25.62% 13.27% 14.51% 6.31%
MyPlanIQ SAA Moderate 08/12/10 1.87% 12.50% 4.91% 4.45% 5.73%
MyPlanIQ SAA Balanced 08/12/10 1.96% 12.90% 4.70% 3.97% 5.31%
Large-Cap Value 04/05/00 5.91% 18.93% 9.28% 13.23% 4.36%
MyPlanIQ SAA Conservative 08/12/10 1.24% 9.86% 3.62% 3.29% 4.26%
Large-Cap Growth 04/05/00 8.53% 38.00% 13.05% 16.23% 3.58%
MyPlanIQ SAA Very Cons 08/12/10 0.45% 5.83% 2.41% 2.19% 3.21%

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