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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: November 27, 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 15.59% 18.17% 15.73% 16.76% 11.83%
Small-Cap Blend 10/26/00 3.75% 7.41% 8.10% 10.93% 11.33%
Small-Cap Value 04/05/00 4.22% 10.35% 7.00% 13.98% 10.56%
Growth ETF 12/10/01 29.24% 31.35% 18.70% 16.20% 10.40%
Mid-Cap Value 04/05/00 4.04% 8.59% 7.77% 10.77% 9.99%
High Income 09/07/00 -7.82% -4.29% 5.31% 8.98% 9.71%
Moderate 04/05/00 -2.24% 0.59% 2.69% 7.33% 9.50%
Mid-Cap Growth 04/05/00 31.27% 34.96% 19.11% 16.32% 9.40%
Mid-Cap Blend 10/26/00 4.91% 6.48% 8.29% 8.99% 9.01%
Value ETF 12/10/01 0.32% 2.45% 5.58% 8.49% 8.68%
Aggressive 04/05/00 14.77% 17.97% 13.37% 15.32% 7.19%
Large-Cap Blend 10/26/00 8.14% 10.41% 10.32% 12.49% 6.51%
Small-Cap Growth 04/05/00 4.32% 7.60% 4.28% 7.21% 5.92%
Large-Cap Growth 04/05/00 14.12% 17.34% 14.50% 14.19% 4.71%
Large-Cap Value 04/05/00 -3.59% -0.89% 0.44% 3.50% 3.21%

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