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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: March 19, 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 11.00% 10.29% 15.98% 13.33% 11.26%
Small-Cap Blend 10/26/00 10.52% -1.72% 13.39% 7.49% 10.92%
High Income 09/07/00 12.61% 13.63% 11.27% 8.25% 10.49%
Small-Cap Value 04/05/00 12.79% 5.46% 19.10% 9.05% 10.03%
Moderate 04/05/00 12.31% -2.22% 11.65% 7.55% 9.83%
Mid-Cap Value 04/05/00 19.30% -0.14% 10.26% 6.26% 9.74%
Growth ETF 12/10/01 17.94% 7.59% 15.12% 9.85% 9.11%
Value ETF 12/10/01 13.01% 1.77% 11.03% 8.42% 8.94%
Mid-Cap Blend 10/26/00 10.54% 3.61% 9.15% 8.11% 8.89%
Mid-Cap Growth 04/05/00 19.94% 17.01% 18.43% 10.93% 8.39%
Aggressive 04/05/00 15.53% 0.10% 15.37% 10.67% 6.30%
Small-Cap Growth 04/05/00 16.30% -4.30% 13.43% 5.59% 5.90%
Large-Cap Blend 10/26/00 12.84% 3.20% 11.75% 9.49% 5.87%
MyPlanIQ SAA Growth 08/12/10 8.52% 1.97% 5.88% 4.41% 5.67%
MyPlanIQ SAA Moderate 08/12/10 7.28% 2.27% 5.19% 4.11% 4.92%
MyPlanIQ SAA Balanced 08/12/10 7.09% 3.78% 5.68% 4.17% 4.79%
MyPlanIQ SAA Conservative 08/12/10 5.57% 3.75% 4.42% 3.48% 3.91%
Large-Cap Growth 04/05/00 16.64% 0.60% 13.34% 9.96% 3.40%
Large-Cap Value 04/05/00 13.18% -4.83% 3.94% 6.43% 3.32%
MyPlanIQ SAA Very Cons 08/12/10 3.87% 3.92% 3.22% 2.68% 3.09%

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