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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 2, 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 4.13% 8.91% 13.55% 13.16% 11.29%
Growth ETF 12/10/01 6.86% 14.99% 14.71% 11.67% 9.61%
Small-Cap Blend 10/26/00 -22.25% -11.82% -1.72% 3.30% 9.42%
High Income 09/07/00 -21.42% -14.35% 0.51% 5.62% 9.13%
Mid-Cap Growth 04/05/00 4.19% 7.96% 14.67% 10.68% 8.48%
Moderate 04/05/00 -21.58% -12.99% -4.56% 1.40% 8.38%
Mid-Cap Blend 10/26/00 -13.52% -3.37% 4.41% 4.30% 8.37%
Small-Cap Value 04/05/00 -23.97% -21.48% -1.80% 3.15% 8.16%
Mid-Cap Value 04/05/00 -24.89% -18.01% -1.87% 0.54% 8.15%
Value ETF 12/10/01 -18.55% -12.43% 0.37% 3.88% 7.71%
Aggressive 04/05/00 -9.93% -1.13% 7.83% 9.08% 6.12%
Large-Cap Blend 10/26/00 -4.82% 1.53% 8.36% 9.14% 5.95%
Small-Cap Growth 04/05/00 -16.28% -11.45% -0.58% 2.43% 4.93%
Large-Cap Growth 04/05/00 -1.32% 6.34% 12.95% 10.49% 3.96%
Large-Cap Value 04/05/00 -19.00% -9.98% -4.50% -0.23% 2.56%

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