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 7, 2021
Average Annualized Returns
Past performance is no guarantee of future results.
See how returns are calculated