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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: February 20, 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 6.21% 18.12% 18.41% 14.60% 11.62%
Small-Cap Blend 10/26/00 -1.89% 4.87% 7.74% 9.22% 10.94%
High Income 09/07/00 1.25% 16.27% 10.06% 9.95% 10.74%
Moderate 04/05/00 3.22% 9.12% 6.03% 7.33% 10.05%
Growth ETF 12/10/01 7.68% 25.18% 16.86% 11.89% 9.86%
Mid-Cap Value 04/05/00 -4.48% 5.37% 6.48% 4.85% 9.61%
Mid-Cap Blend 10/26/00 1.78% 15.35% 9.31% 8.12% 9.45%
Small-Cap Value 04/05/00 -9.14% -9.43% 4.93% 6.41% 9.29%
Value ETF 12/10/01 1.02% 11.44% 8.07% 8.26% 9.15%
Mid-Cap Growth 04/05/00 5.05% 12.73% 18.20% 11.55% 8.69%
Aggressive 04/05/00 2.44% 18.62% 14.58% 11.90% 6.92%
Large-Cap Blend 10/26/00 5.36% 21.17% 13.23% 11.10% 6.63%
MyPlanIQ SAA Growth 08/12/10 2.57% 14.88% 8.26% 5.96% 6.56%
Small-Cap Growth 04/05/00 0.94% 3.00% 9.79% 7.02% 6.02%
MyPlanIQ SAA Balanced 08/12/10 3.59% 15.72% 8.72% 6.00% 5.77%
MyPlanIQ SAA Moderate 08/12/10 2.04% 12.85% 7.20% 5.39% 5.67%
MyPlanIQ SAA Conservative 08/12/10 3.14% 13.74% 7.46% 5.16% 4.82%
Large-Cap Growth 04/05/00 5.07% 25.31% 18.34% 11.78% 4.36%
MyPlanIQ SAA Very Cons 08/12/10 2.10% 10.21% 5.53% 3.87% 3.74%
Large-Cap Value 04/05/00 -1.78% 8.90% 3.10% 3.70% 3.60%

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