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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: July 17, 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 19.19% 7.31% 16.75% 15.66% 11.46%
Small-Cap Blend 10/26/00 7.96% -11.93% 9.35% 7.86% 10.58%
High Income 09/07/00 16.78% 10.02% 9.59% 7.49% 10.51%
Small-Cap Value 04/05/00 13.06% -6.42% 12.80% 8.79% 9.86%
Mid-Cap Value 04/05/00 20.51% -1.58% 8.04% 5.01% 9.63%
Moderate 04/05/00 10.62% -5.04% 9.24% 7.03% 9.57%
Growth ETF 12/10/01 26.17% 7.71% 14.91% 11.33% 9.35%
Mid-Cap Blend 10/26/00 16.14% 4.34% 9.24% 8.23% 9.01%
Value ETF 12/10/01 16.26% 1.55% 9.52% 8.06% 8.94%
Mid-Cap Growth 04/05/00 27.11% 5.48% 17.59% 12.20% 8.57%
Aggressive 04/05/00 22.87% 5.23% 13.92% 10.54% 6.53%
Large-Cap Blend 10/26/00 21.37% 9.71% 13.08% 10.05% 6.18%
MyPlanIQ SAA Growth 08/12/10 13.40% 7.89% 5.57% 4.46% 5.98%
Small-Cap Growth 04/05/00 14.00% -12.69% 10.64% 5.86% 5.69%
MyPlanIQ SAA Moderate 08/12/10 11.48% 7.05% 5.06% 4.22% 5.19%
MyPlanIQ SAA Balanced 08/12/10 11.87% 7.05% 5.93% 4.55% 5.12%
MyPlanIQ SAA Conservative 08/12/10 10.05% 7.16% 4.74% 3.93% 4.25%
Large-Cap Growth 04/05/00 28.76% 5.82% 16.36% 11.48% 3.87%
MyPlanIQ SAA Very Cons 08/12/10 7.36% 6.41% 3.61% 3.06% 3.36%
Large-Cap Value 04/05/00 12.29% -2.55% 2.95% 4.04% 3.23%

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