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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: October 18, 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 18.23% 10.34% 17.99% 15.83% 11.26%
Small-Cap Blend 10/26/00 12.27% 0.70% 11.10% 9.86% 10.66%
High Income 09/07/00 19.58% 11.22% 11.83% 8.76% 10.50%
Small-Cap Value 04/05/00 10.13% -5.68% 11.86% 8.60% 9.58%
Mid-Cap Value 04/05/00 20.45% 5.79% 7.18% 6.34% 9.49%
Moderate 04/05/00 10.65% -0.70% 7.34% 7.61% 9.44%
Mid-Cap Blend 10/26/00 21.00% 11.62% 10.89% 9.86% 9.12%
Growth ETF 12/10/01 24.30% 11.36% 14.57% 11.71% 9.12%
Value ETF 12/10/01 16.85% 5.14% 9.79% 9.18% 8.84%
Mid-Cap Growth 04/05/00 24.10% 5.99% 16.91% 12.60% 8.32%
Aggressive 04/05/00 21.23% 8.60% 14.36% 11.68% 6.37%
Large-Cap Blend 10/26/00 23.11% 12.03% 13.72% 11.68% 6.17%
MyPlanIQ SAA Growth 08/12/10 16.69% 15.01% 7.06% 5.98% 6.14%
Small-Cap Growth 04/05/00 14.46% -5.42% 10.85% 6.90% 5.63%
MyPlanIQ SAA Moderate 08/12/10 14.29% 12.81% 6.21% 5.40% 5.32%
MyPlanIQ SAA Balanced 08/12/10 13.74% 12.59% 6.49% 5.47% 5.16%
MyPlanIQ SAA Conservative 08/12/10 12.01% 12.09% 5.42% 4.73% 4.33%
Large-Cap Growth 04/05/00 25.77% 13.48% 15.90% 11.24% 3.70%
MyPlanIQ SAA Very Cons 08/12/10 9.00% 9.82% 4.06% 3.53% 3.44%
Large-Cap Value 04/05/00 14.73% 0.99% 4.71% 5.34% 3.31%

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