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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: December 13, 2019
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 19.95% 14.82% 16.85% 14.64% 11.25%
Small-Cap Blend 10/26/00 22.05% 17.37% 8.78% 10.43% 11.05%
High Income 09/07/00 24.44% 15.82% 9.87% 9.31% 10.64%
Small-Cap Value 04/05/00 17.51% 12.20% 8.87% 10.09% 9.86%
Moderate 04/05/00 20.06% 13.90% 5.71% 8.04% 9.82%
Mid-Cap Value 04/05/00 28.97% 22.77% 8.11% 6.82% 9.80%
Mid-Cap Blend 10/26/00 28.27% 22.43% 10.09% 9.41% 9.38%
Growth ETF 12/10/01 31.61% 24.62% 15.12% 11.53% 9.38%
Value ETF 12/10/01 23.22% 16.52% 7.97% 9.01% 9.08%
Mid-Cap Growth 04/05/00 26.95% 19.59% 16.56% 12.06% 8.37%
Aggressive 04/05/00 31.65% 24.93% 15.04% 12.76% 6.76%
Large-Cap Blend 10/26/00 28.20% 21.36% 12.75% 11.16% 6.35%
MyPlanIQ SAA Growth 08/12/10 18.11% 15.65% 8.01% 5.87% 6.17%
Small-Cap Growth 04/05/00 22.81% 14.83% 9.30% 8.40% 5.97%
MyPlanIQ SAA Moderate 08/12/10 15.74% 13.84% 7.01% 5.39% 5.38%
MyPlanIQ SAA Balanced 08/12/10 16.21% 14.45% 8.01% 5.62% 5.32%
MyPlanIQ SAA Conservative 08/12/10 13.81% 12.91% 6.82% 4.82% 4.43%
Large-Cap Growth 04/05/00 33.77% 28.24% 17.04% 11.85% 3.99%
Large-Cap Value 04/05/00 22.04% 15.84% 4.00% 5.61% 3.61%
MyPlanIQ SAA Very Cons 08/12/10 10.30% 10.14% 5.07% 3.65% 3.51%

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