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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 1, 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 -23.02% -15.44% 5.10% 7.45% 9.77%
Small-Cap Blend 10/26/00 -37.34% -29.48% -7.54% -0.84% 8.34%
Growth ETF 12/10/01 -23.35% -13.96% 4.16% 4.58% 7.78%
High Income 09/07/00 -40.33% -33.11% -7.93% -0.79% 7.73%
Moderate 04/05/00 -38.30% -32.82% -11.23% -3.43% 7.20%
Mid-Cap Blend 10/26/00 -34.29% -23.90% -5.54% -1.22% 6.96%
Value ETF 12/10/01 -34.06% -27.52% -6.07% -0.41% 6.58%
Mid-Cap Value 04/05/00 -45.20% -39.49% -11.02% -5.59% 6.55%
Small-Cap Value 04/05/00 -46.84% -43.93% -11.97% -4.63% 6.35%
Mid-Cap Growth 04/05/00 -32.59% -27.39% 1.11% 1.86% 6.26%
Aggressive 04/05/00 -29.20% -19.15% 1.06% 4.32% 4.93%
Large-Cap Blend 10/26/00 -24.66% -14.81% 1.81% 4.25% 4.77%
Small-Cap Growth 04/05/00 -40.01% -36.18% -9.48% -3.50% 3.26%
Large-Cap Growth 04/05/00 -26.97% -14.98% 4.58% 4.19% 2.46%
Large-Cap Value 04/05/00 -34.91% -28.82% -10.10% -4.22% 1.47%

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