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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: May 21, 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 15.75% 11.64% 18.77% 15.43% 11.39%
Small-Cap Blend 10/26/00 10.17% -6.82% 13.32% 8.64% 10.80%
High Income 09/07/00 13.89% 11.46% 11.78% 7.68% 10.46%
Small-Cap Value 04/05/00 15.92% 2.60% 17.58% 10.24% 10.09%
Mid-Cap Value 04/05/00 20.32% 0.55% 10.51% 6.14% 9.70%
Moderate 04/05/00 10.21% -4.94% 10.85% 7.42% 9.63%
Growth ETF 12/10/01 20.11% 7.23% 15.39% 11.04% 9.13%
Mid-Cap Blend 10/26/00 13.99% 3.53% 10.95% 9.21% 8.98%
Value ETF 12/10/01 13.53% 0.66% 10.91% 8.36% 8.88%
Mid-Cap Growth 04/05/00 22.61% 8.73% 19.14% 12.11% 8.43%
Aggressive 04/05/00 18.75% 2.66% 15.06% 10.56% 6.40%
Small-Cap Growth 04/05/00 20.45% -5.18% 16.05% 6.59% 6.04%
Large-Cap Blend 10/26/00 16.05% 5.67% 12.58% 9.80% 5.97%
MyPlanIQ SAA Growth 08/12/10 8.29% 2.27% 5.88% 3.93% 5.53%
MyPlanIQ SAA Moderate 08/12/10 7.35% 2.60% 5.21% 3.76% 4.83%
MyPlanIQ SAA Balanced 08/12/10 7.57% 4.34% 5.89% 3.95% 4.74%
MyPlanIQ SAA Conservative 08/12/10 6.09% 4.44% 4.58% 3.33% 3.89%
Large-Cap Growth 04/05/00 21.89% 1.99% 15.91% 11.13% 3.61%
Large-Cap Value 04/05/00 10.76% -5.55% 4.14% 4.61% 3.19%
MyPlanIQ SAA Very Cons 08/12/10 4.60% 4.77% 3.39% 2.62% 3.11%

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