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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 17, 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 2.76% 20.44% 18.88% 15.13% 11.49%
Small-Cap Blend 10/26/00 2.32% 16.72% 10.23% 10.79% 11.24%
High Income 09/07/00 2.26% 22.86% 11.35% 9.97% 10.85%
Moderate 04/05/00 3.43% 17.73% 7.68% 8.58% 10.11%
Mid-Cap Value 04/05/00 0.58% 20.34% 9.37% 7.27% 9.94%
Small-Cap Value 04/05/00 0.97% 9.66% 9.89% 10.28% 9.92%
Growth ETF 12/10/01 4.40% 31.02% 17.38% 12.63% 9.72%
Mid-Cap Blend 10/26/00 2.34% 23.80% 11.24% 9.89% 9.53%
Value ETF 12/10/01 1.46% 19.41% 9.51% 9.37% 9.22%
Mid-Cap Growth 04/05/00 3.69% 23.77% 18.49% 13.25% 8.66%
Aggressive 04/05/00 3.41% 28.87% 16.77% 13.37% 7.01%
Large-Cap Blend 10/26/00 2.81% 26.28% 13.98% 11.91% 6.53%
MyPlanIQ SAA Growth 08/12/10 1.74% 18.54% 8.75% 5.89% 6.53%
Small-Cap Growth 04/05/00 3.33% 15.45% 11.64% 8.41% 6.17%
MyPlanIQ SAA Balanced 08/12/10 2.13% 17.58% 8.80% 5.83% 5.67%
MyPlanIQ SAA Moderate 08/12/10 1.38% 15.91% 7.59% 5.32% 5.65%
MyPlanIQ SAA Conservative 08/12/10 1.75% 15.13% 7.41% 4.91% 4.72%
Large-Cap Growth 04/05/00 3.91% 34.59% 19.48% 12.81% 4.33%
Large-Cap Value 04/05/00 0.67% 18.31% 4.76% 5.41% 3.75%
MyPlanIQ SAA Very Cons 08/12/10 1.10% 11.06% 5.42% 3.68% 3.67%

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