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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: January 16, 2020
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 2.82% 21.27% 18.69% 15.15% 11.50%
Small-Cap Blend 10/26/00 2.27% 18.03% 9.67% 10.79% 11.23%
High Income 09/07/00 2.06% 23.21% 11.40% 9.94% 10.84%
Moderate 04/05/00 3.52% 18.76% 7.39% 8.60% 10.12%
Small-Cap Value 04/05/00 1.72% 10.46% 10.21% 10.45% 9.96%
Mid-Cap Value 04/05/00 0.52% 21.46% 9.24% 7.26% 9.94%
Growth ETF 12/10/01 4.29% 32.09% 17.09% 12.61% 9.72%
Mid-Cap Blend 10/26/00 2.27% 24.44% 10.88% 9.88% 9.53%
Value ETF 12/10/01 1.44% 20.40% 9.26% 9.37% 9.22%
Mid-Cap Growth 04/05/00 3.62% 24.69% 18.22% 13.24% 8.66%
Aggressive 04/05/00 3.18% 29.47% 16.44% 13.33% 7.00%
Large-Cap Blend 10/26/00 2.43% 26.82% 13.74% 11.84% 6.51%
MyPlanIQ SAA Growth 08/12/10 1.49% 18.68% 8.77% 5.85% 6.51%
Small-Cap Growth 04/05/00 4.20% 17.85% 11.36% 8.60% 6.22%
MyPlanIQ SAA Balanced 08/12/10 1.88% 17.61% 8.78% 5.78% 5.65%
MyPlanIQ SAA Moderate 08/12/10 1.18% 16.04% 7.59% 5.28% 5.63%
MyPlanIQ SAA Conservative 08/12/10 1.56% 15.13% 7.43% 4.87% 4.70%
Large-Cap Growth 04/05/00 4.07% 35.63% 19.31% 12.86% 4.34%
Large-Cap Value 04/05/00 0.50% 18.75% 4.60% 5.38% 3.74%
MyPlanIQ SAA Very Cons 08/12/10 0.96% 11.05% 5.43% 3.66% 3.66%

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