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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: January 22, 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 5.65% 6.08% 17.76% 12.51% 11.06%
Small-Cap Blend 10/26/00 9.15% -2.35% 15.79% 7.80% 10.94%
High Income 09/07/00 6.29% -2.74% 14.50% 6.47% 10.23%
Small-Cap Value 04/05/00 8.67% -2.23% 22.45% 8.53% 9.89%
Moderate 04/05/00 10.38% -6.69% 14.45% 7.60% 9.81%
Mid-Cap Value 04/05/00 10.36% -13.02% 13.56% 4.55% 9.36%
Mid-Cap Blend 10/26/00 7.09% -5.79% 11.75% 7.82% 8.78%
Value ETF 12/10/01 6.54% -8.44% 12.78% 7.51% 8.65%
Growth ETF 12/10/01 7.02% -3.67% 14.02% 8.22% 8.57%
Mid-Cap Growth 04/05/00 8.39% 1.35% 16.67% 8.46% 7.88%
Aggressive 04/05/00 7.44% -9.83% 17.62% 8.53% 5.95%
Small-Cap Growth 04/05/00 10.72% -6.64% 15.83% 4.98% 5.67%
Large-Cap Blend 10/26/00 5.52% -7.09% 13.51% 8.33% 5.53%
MyPlanIQ SAA Growth 08/12/10 3.23% -5.83% 7.21% 3.52% 5.16%
MyPlanIQ SAA Moderate 08/12/10 2.73% -4.44% 6.04% 3.34% 4.47%
MyPlanIQ SAA Balanced 08/12/10 2.11% -3.03% 5.52% 3.26% 4.29%
MyPlanIQ SAA Conservative 08/12/10 1.56% -1.93% 4.38% 2.77% 3.51%
Large-Cap Value 04/05/00 8.05% -17.02% 6.71% 4.92% 3.10%
Large-Cap Growth 04/05/00 6.15% -8.24% 12.98% 8.35% 2.91%
MyPlanIQ SAA Very Cons 08/12/10 0.99% -0.14% 2.97% 2.15% 2.81%

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