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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: September 23, 2020
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 6.78% 9.23% 13.73% 16.10% 11.51%
Small-Cap Blend 10/26/00 -16.45% -6.69% 1.63% 7.45% 10.24%
Growth ETF 12/10/01 11.31% 19.44% 14.99% 13.83% 9.63%
Small-Cap Value 04/05/00 -20.97% -16.24% 0.68% 7.30% 9.17%
High Income 09/07/00 -20.88% -14.87% 0.54% 6.55% 8.97%
Mid-Cap Value 04/05/00 -19.27% -12.35% -0.60% 5.46% 8.73%
Moderate 04/05/00 -20.92% -12.60% -4.24% 4.10% 8.46%
Mid-Cap Growth 04/05/00 5.69% 8.01% 12.14% 12.39% 8.33%
Mid-Cap Blend 10/26/00 -14.22% -7.51% 3.54% 5.77% 8.00%
Value ETF 12/10/01 -17.12% -11.51% 0.10% 5.85% 7.66%
Aggressive 04/05/00 -4.59% 4.42% 8.77% 12.45% 6.29%
Large-Cap Blend 10/26/00 -0.82% 3.45% 9.25% 11.88% 6.11%
Small-Cap Growth 04/05/00 -17.15% -9.82% -2.70% 3.69% 4.79%
Large-Cap Growth 04/05/00 1.68% 10.55% 12.62% 12.97% 4.16%
Large-Cap Value 04/05/00 -17.80% -10.63% -4.60% 1.81% 2.44%

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