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Ready-to-Go Folios: Complete List

Last Updated: August 7, 2020

Past performance is no guarantee of future results.
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Results 1 - 133 of 133.
Name
Category
Inception
Date
Since
Inception
1 Mo
3 Mo
Yr to
Date
1 Yr
3 Yr
5 Yr
Internet 5 Sector/Industry 03/11/01 17.10% 7.19% 27.17% 41.95% 59.52% 24.98% 26.47%
Biotechnology Sector/Industry 04/05/00 12.34% 3.64% 16.61% 29.69% 51.04% 20.80% 11.92%
Folio 100 Market Index 04/05/00 6.39% 5.73% 22.15% 28.07% 48.87% 24.33% 20.60%
Internet Sector/Industry 04/05/00 4.33% 0.53% 28.89% 44.84% 42.87% 24.24% 21.10%
NASDAQ Composite (Price Return) 6.45% 22.62% 22.72% 39.91% 19.91% 16.88%
Precious Metals Sector/Industry 06/25/09 3.71% 26.75% 40.36% 29.41% 36.82% 12.90% 8.95%
Technology Sector/Industry 04/05/00 3.26% 4.34% 18.45% 18.37% 31.43% 17.25% 16.75%
Folio 50 Market Index 04/05/00 5.08% 6.53% 18.75% 12.15% 27.66% 15.88% 15.02%
Growth ETF Investment Style 12/10/01 9.98% 6.85% 21.05% 14.89% 26.50% 16.91% 13.38%
Construction Sector/Industry 04/05/00 9.37% 15.79% 35.47% 7.43% 25.21% 8.46% 10.76%
Top Ten Buys Strategy 03/11/01 7.04% 3.13% 11.25% 5.97% 24.13% 10.62% 4.99%
Multi-Sector Sector/Industry 04/05/00 6.45% 8.60% 23.04% 7.50% 22.93% 13.97% 12.87%
BetterInvesting Top 100 Strategy 08/04/09 14.39% 6.39% 19.36% 7.19% 20.73% 13.42% 12.13%
Healthcare Sector/Industry 04/05/00 10.08% 3.14% 5.16% 3.08% 19.33% 12.37% 6.50%
Large-Cap ETF Market Index 12/10/01 8.31% 6.42% 17.15% 5.67% 19.05% 12.98% 12.33%
S&P 500 (Total Return) 6.69% 16.87% 4.93% 18.48% 12.74% 12.29%
Mid-Cap Growth Investment Style 04/05/00 8.91% 9.28% 26.79% 13.87% 18.48% 15.85% 12.53%
Australia and New Zealand Geographic 07/18/07 -4.16% 24.81% 49.30% 4.38% 17.81% -0.50% -0.71%
Large-Cap Growth Investment Style 04/05/00 4.31% 8.38% 19.52% 5.95% 17.32% 14.83% 12.18%
Global Geographic 04/05/00 4.66% 5.67% 15.44% 2.83% 17.28% 11.34% 10.16%
Basic Materials Sector/Industry 04/05/00 9.19% 8.88% 23.95% 3.43% 16.82% 10.03% 11.87%
Conservative Investment Style 04/05/00 11.61% 7.15% 20.92% 11.53% 16.75% 15.53% 14.73%
S&P 500 (Price Return) 6.55% 16.32% 3.73% 16.16% 10.53% 10.02%
Wilshire 5000 (Price Return) 6.81% 17.70% 4.20% 15.70% 9.99% 9.40%
Long-term Aggressive Asset Allocation 08/24/12 9.52% 5.31% 15.09% 5.77% 15.33% 10.75% 10.50%
Defensive Strategy Strategy 02/28/08 11.42% 4.96% 8.98% 1.90% 14.87% 12.13% 10.43%
Asia Geographic 04/05/00 3.08% 9.93% 20.01% 2.47% 14.74% 2.66% 5.87%
Target 2055 Conservative Target Date 07/14/10 7.51% 5.45% 13.55% 4.20% 13.17% 9.01% 9.14%
Target 2060 Conservative Target Date 07/14/10 7.51% 5.45% 13.55% 4.20% 13.17% 9.01% 9.14%
Target 2050 Conservative Target Date 07/14/10 7.53% 5.39% 13.13% 4.24% 12.94% 8.98% 9.03%
Target 2045 Conservative Target Date 12/21/07 5.38% 5.20% 12.45% 3.86% 12.03% 8.45% 8.49%
Aggressive Investment Style 04/05/00 6.48% 6.67% 18.83% -2.97% 11.68% 9.53% 10.88%
Short-term Aggressive Asset Allocation 08/24/12 5.55% 3.26% 8.50% 6.86% 11.47% 8.00% 6.98%
Large-Cap Blend Investment Style 10/26/00 6.29% 6.97% 16.43% 1.87% 11.38% 10.26% 10.48%
Target 2030 Aggressive Target Date 12/21/07 5.15% 5.43% 14.65% 1.46% 11.09% 7.90% 8.55%
Target 2040 Moderate Target Date 12/21/07 4.95% 5.44% 14.65% 1.46% 11.09% 7.90% 8.55%
Global ETF Geographic 12/10/01 7.87% 4.51% 16.95% -1.48% 10.99% 6.00% 7.03%
Corporate Bond Bond 09/07/00 4.89% 2.37% 8.37% 8.45% 10.96% 7.24% 6.11%
Africa Geographic 04/05/00 8.81% 4.73% 27.66% -2.69% 10.90% 5.43% 7.01%
Transport Sector/Industry 04/05/00 8.86% 14.14% 31.12% 3.66% 10.81% 8.94% 8.35%
Long-term Moderate Asset Allocation 08/24/12 6.39% 4.81% 13.22% 2.93% 10.63% 7.95% 7.75%
International Geographic 04/05/00 3.61% 6.89% 16.93% -2.43% 10.56% 4.74% 5.95%
Medium-term Conservative Asset Allocation 08/24/12 5.66% 3.59% 9.20% 5.39% 10.42% 7.71% 6.92%
Long-term Conservative Asset Allocation 08/24/12 6.14% 4.42% 11.60% 3.57% 10.30% 7.90% 7.41%
Government Bond Bond 09/07/00 4.70% 1.11% 1.35% 10.93% 10.29% 6.29% 4.44%
Short-term Moderate Asset Allocation 08/24/12 4.90% 2.73% 6.18% 6.76% 10.25% 7.16% 6.07%
Analyst Selections Strategy 09/07/00 3.55% 4.43% 15.58% 0.01% 10.19% 6.25% 7.23%
Medium-term Aggressive Asset Allocation 08/24/12 6.31% 4.74% 12.74% 2.68% 10.16% 7.79% 7.55%
Medium-term Moderate Asset Allocation 08/24/12 5.77% 4.10% 10.95% 3.41% 9.86% 7.60% 7.09%
Target 2015 Conservative Target Date 12/21/07 4.02% 3.48% 7.91% 4.60% 9.79% 6.68% 6.27%
Target 2035 Aggressive Target Date 12/21/07 4.98% 5.53% 14.68% 0.08% 9.72% 7.31% 8.29%
Target 2010 Conservative Target Date 12/21/07 4.39% 3.07% 7.71% 4.95% 9.60% 6.41% 5.63%
Target 2025 Aggressive Target Date 12/21/07 4.57% 5.12% 13.71% 0.75% 9.40% 6.92% 7.51%
Target 2035 Moderate Target Date 12/21/07 4.66% 5.12% 13.71% 0.75% 9.40% 6.93% 7.52%
Target 2040 Conservative Target Date 12/21/07 4.77% 4.86% 10.90% 2.48% 9.31% 7.09% 7.20%
Target 2040 Aggressive Target Date 12/21/07 4.93% 5.60% 15.08% -0.52% 9.29% 7.12% 8.15%
Target 2045 Moderate Target Date 12/21/07 5.00% 5.60% 15.09% -0.51% 9.29% 7.12% 8.15%
Basic Short-term Mod Asset Allocation 10/07/05 5.36% 2.09% 5.46% 6.23% 9.28% 6.18% 5.31%
Target 2050 Moderate Target Date 07/14/10 7.81% 5.61% 15.22% -0.65% 9.23% 7.12% 8.25%
Basic Long-term Conserv Asset Allocation 10/07/05 7.05% 4.32% 11.06% 2.55% 9.18% 7.14% 6.86%
Mid-Cap Blend Investment Style 10/26/00 8.86% 11.27% 21.12% -4.58% 9.12% 7.76% 6.85%
Target 2045 Aggressive Target Date 12/21/07 5.00% 5.56% 15.53% -1.02% 9.10% 6.90% 8.15%
Target 2055 Moderate Target Date 07/14/10 7.44% 5.55% 15.52% -1.03% 9.09% 6.90% 8.14%
Target 2060 Moderate Target Date 07/14/10 7.30% 5.55% 15.52% -1.03% 9.09% 6.90% 8.14%
Short-term Conservative Asset Allocation 08/24/12 4.03% 2.12% 4.47% 6.98% 9.08% 6.25% 5.16%
Basic Med-term Conserv Asset Allocation 10/07/05 6.38% 3.27% 8.11% 4.43% 9.06% 6.79% 6.18%
Basic Short-term Conserv Asset Allocation 10/07/05 5.04% 1.71% 4.21% 7.15% 9.06% 6.05% 5.00%
Target 2025 Moderate Target Date 12/21/07 4.38% 4.89% 12.09% 1.54% 8.91% 6.51% 6.79%
Basic Med-term Aggress Asset Allocation 10/07/05 7.45% 4.81% 12.33% 1.64% 8.90% 7.44% 7.30%
Target 2010 Aggressive Target Date 12/21/07 3.85% 4.54% 10.09% 2.55% 8.85% 6.60% 6.66%
Target 2035 Conservative Target Date 12/21/07 4.46% 4.55% 10.09% 2.55% 8.85% 6.64% 6.69%
Sector ETF Sector/Industry 12/10/01 7.76% 6.85% 16.58% -1.59% 8.78% 7.31% 8.75%
Bond ETF Bond 07/31/02 4.88% 1.67% 3.64% 8.08% 8.73% 5.76% 4.70%
Basic Short-term Aggress Asset Allocation 10/07/05 5.86% 2.63% 6.62% 5.03% 8.62% 6.30% 5.60%
Basic Long-term Mod Asset Allocation 10/07/05 7.42% 4.86% 12.36% 1.31% 8.43% 7.23% 7.13%
Target 2010 Moderate Target Date 12/21/07 4.15% 4.06% 8.87% 3.13% 8.38% 6.24% 6.14%
Low Volatility ETF Strategy 02/26/08 4.78% 2.85% 6.72% 3.93% 8.31% 4.94% 4.55%
Target 2050 Aggressive Target Date 07/14/10 7.21% 5.69% 16.30% -1.95% 8.30% 6.65% 8.15%
Target 2055 Aggressive Target Date 07/14/10 7.22% 5.69% 16.30% -1.95% 8.30% 6.65% 8.15%
Target 2060 Aggressive Target Date 07/14/10 7.22% 5.69% 16.30% -1.95% 8.30% 6.65% 8.15%
Target 2020 Conservative Target Date 12/21/07 3.92% 3.66% 8.07% 3.10% 8.29% 6.03% 5.87%
Basic Long-term Aggress Asset Allocation 10/07/05 7.89% 5.71% 15.21% -0.55% 8.27% 7.58% 7.82%
Target 2030 Conservative Target Date 12/21/07 4.26% 4.13% 9.28% 2.38% 8.25% 6.19% 6.20%
Target 2025 Conservative Target Date 12/21/07 4.21% 3.69% 8.35% 2.77% 8.15% 5.94% 5.86%
Basic Med-term Mod Asset Allocation 10/07/05 6.78% 3.90% 9.97% 2.44% 8.12% 6.67% 6.39%
Analyst Growth Strategy 09/07/00 5.98% 4.55% 18.96% -1.99% 8.03% 7.90% 9.21%
Utility 5 Sector/Industry 03/11/01 7.72% 8.48% 10.87% -0.62% 8.02% 8.37% 8.71%
Small-Cap Growth Investment Style 04/05/00 5.44% 12.54% 29.43% -7.21% 7.85% 2.55% 5.41%
Target 2030 Moderate Target Date 12/21/07 4.29% 4.96% 12.56% 0.07% 7.84% 6.09% 6.64%
Target 2020 Aggressive Target Date 12/21/07 3.94% 4.96% 12.55% 0.06% 7.84% 6.07% 6.62%
Target 2015 Aggressive Target Date 12/21/07 3.69% 4.59% 11.16% 0.91% 7.76% 6.15% 6.42%
Target 2020 Moderate Target Date 12/21/07 4.19% 4.62% 10.63% 1.29% 7.68% 6.04% 6.20%
Target 2015 Moderate Target Date 12/21/07 4.07% 4.32% 9.34% 2.18% 7.60% 6.03% 6.03%
Low Volatility Strategy 02/26/08 4.97% 3.44% 6.37% 3.44% 7.55% 4.79% 4.49%
Dow Jones Industrial Average (Total Return) 6.07% 15.39% -2.91% 7.34% 9.23% 11.44%
Small-Cap ETF Market Index 12/10/01 8.98% 9.00% 21.09% -2.95% 6.55% 7.21% 7.90%
Dow Jones Industrial Average (Price Return) 5.96% 14.90% -3.87% 5.47% 7.44% 9.56%
Russell 2000 (Price Return) 10.82% 22.31% -5.95% 4.55% 3.52% 5.38%
Municipal Bond Bond 01/15/01 4.38% 1.57% 4.46% 4.08% 4.43% 3.99% 3.66%
Dividend Yield Fundamental 09/22/08 6.23% 5.00% 12.27% -8.19% 4.40% 5.02% 6.76%
High-Yield Bond Bond 09/07/00 4.36% 4.18% 9.87% 0.15% 4.27% 3.95% 4.90%
Folio 30 Market Index 04/05/00 6.76% 6.56% 11.37% -6.28% 4.11% 8.08% 11.05%
Japan Geographic 11/21/00 1.25% 2.49% 9.93% -8.26% 3.68% 0.31% 2.45%
Global Bond Bond 09/07/00 6.80% 4.29% 11.86% 1.68% 3.22% 3.63% 5.14%
Consumer Staples Sector/Industry 04/05/00 9.92% 5.51% 12.21% -4.43% 3.18% 2.98% 5.36%
Small-Cap Blend Investment Style 10/26/00 9.91% 12.61% 18.77% -14.42% 1.24% 2.41% 5.51%
Price-to-Sales Fundamental 09/22/08 5.65% 5.05% 14.21% -10.51% 0.54% 4.02% 5.38%
Large-Cap Value Investment Style 04/05/00 2.86% 6.68% 15.12% -13.86% -1.25% -3.05% 1.44%
Industrial-Office REIT Sector/Industry 11/09/00 8.28% 7.75% 12.09% -10.75% -1.54% 3.04% 7.84%
Consumer Staples 5 Sector/Industry 03/11/01 7.39% 7.27% 11.50% -4.62% -1.86% 1.80% 5.49%
Value ETF Investment Style 12/10/01 8.10% 8.62% 16.64% -12.15% -2.07% 2.41% 5.72%
Dogs of the Dow Strategy 04/05/00 7.89% 4.60% 9.39% -11.06% -2.31% 3.38% 8.95%
Utility Sector/Industry 04/05/00 8.00% 7.25% 13.17% -9.74% -2.97% 2.82% 6.23%
Mid-Cap Value Investment Style 04/05/00 8.58% 8.92% 23.34% -17.98% -3.09% 0.34% 3.16%
Moderate Investment Style 04/05/00 8.73% 9.42% 17.62% -15.52% -3.68% -2.13% 3.98%
REITs Sector/Industry 04/05/00 10.59% 6.21% 13.69% -8.49% -4.41% 6.25% 7.27%
Military Procurement Strategy 06/06/03 13.44% 6.48% 10.76% -13.80% -4.60% 4.08% 9.71%
Financial Sector/Industry 04/05/00 3.00% 4.27% 15.00% -16.40% -5.71% -2.13% 1.79%
Wine Beer and Spirits Sector/Industry 06/06/03 12.39% 3.44% 11.81% -10.88% -5.97% -1.81% 2.72%
Price-to-Book Fundamental 09/22/08 3.49% 3.94% 11.38% -18.63% -6.70% -0.97% 2.10%
Small-Cap Value Investment Style 04/05/00 8.54% 10.24% 25.23% -17.69% -7.01% 1.77% 5.65%
High Income Investment Style 09/07/00 9.36% 6.45% 16.26% -17.38% -7.32% 2.25% 6.36%
Telecomms Sector/Industry 04/05/00 -1.59% 4.76% 13.61% -12.42% -8.53% -5.36% -1.25%
Residential REIT Sector/Industry 11/09/00 12.85% 3.89% 11.61% -17.35% -11.15% 4.47% 10.72%
Analyst Upgrades Strategy 09/07/00 8.68% 5.40% 16.30% -18.62% -13.78% -3.11% 1.39%
Bear Market 1X Strategy 02/21/08 -10.31% -5.99% -14.11% -9.45% -17.03% -8.94% -9.12%
Banks Sector/Industry 04/05/00 3.47% 2.70% 15.43% -30.86% -18.59% -8.72% -2.77%
Aerospace Sector/Industry 04/05/00 14.18% 6.31% 12.40% -25.65% -22.57% 1.33% 7.91%
Energy Sector/Industry 04/05/00 5.22% 3.76% 8.93% -33.31% -24.82% -8.92% -4.78%
Latin America Geographic 04/05/00 7.72% 3.31% 29.50% -38.00% -31.93% -10.78% 1.58%
Bear Market 1.5X Strategy 02/21/08 -18.83% -9.54% -22.50% -21.14% -32.04% -18.43% -17.75%
Retail REIT Sector/Industry 11/09/00 8.48% 1.91% 13.86% -38.53% -34.23% -13.42% -7.73%
Bear Market 2X Strategy 02/21/08 -29.12% -14.83% -34.09% -35.56% -49.17% -29.94% -28.32%
Results 1 - 133 of 133.

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