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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 1, 2021
Past performance is no guarantee of future results.

Average Annualized Returns

Folio
Inception
Date
YTD
1 Yr
3 Yr
5 Yr
Since
Incep.
Small-Cap Blend 10/26/00 11.23% 42.76% 15.19% 17.04% 12.07%
Conservative 04/05/00 -3.75% 22.01% 14.51% 16.44% 11.73%
Small-Cap Value 04/05/00 23.22% 60.22% 16.87% 21.67% 11.64%
Growth ETF 12/10/01 5.36% 52.44% 22.24% 20.83% 10.88%
Mid-Cap Value 04/05/00 6.19% 38.71% 10.66% 14.69% 10.33%
Moderate 04/05/00 8.15% 29.31% 7.90% 13.01% 10.09%
Mid-Cap Growth 04/05/00 5.68% 58.41% 22.79% 22.12% 9.80%
High Income 09/07/00 0.81% 6.75% 6.76% 9.32% 9.69%
Mid-Cap Blend 10/26/00 10.12% 37.80% 14.12% 14.15% 9.68%
Value ETF 12/10/01 10.11% 29.81% 9.41% 12.69% 9.27%
Aggressive 04/05/00 8.32% 43.18% 15.78% 19.45% 7.72%
Small-Cap Growth 04/05/00 16.86% 49.76% 12.18% 16.03% 7.03%
Large-Cap Blend 10/26/00 1.87% 21.38% 11.31% 13.86% 6.67%
Large-Cap Growth 04/05/00 1.91% 29.80% 14.29% 16.99% 4.95%
Large-Cap Value 04/05/00 7.39% 23.31% 3.54% 7.07% 3.61%

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