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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: August 7, 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 11.53% 16.75% 15.53% 14.73% 11.61%
Growth ETF 12/10/01 14.89% 26.50% 16.91% 13.38% 9.98%
Small-Cap Blend 10/26/00 -14.42% 1.24% 2.41% 5.51% 9.91%
High Income 09/07/00 -17.38% -7.32% 2.25% 6.36% 9.36%
Mid-Cap Growth 04/05/00 13.87% 18.48% 15.85% 12.53% 8.91%
Mid-Cap Blend 10/26/00 -4.58% 9.12% 7.76% 6.85% 8.86%
Moderate 04/05/00 -15.52% -3.68% -2.13% 3.98% 8.73%
Mid-Cap Value 04/05/00 -17.98% -3.09% 0.34% 3.16% 8.58%
Small-Cap Value 04/05/00 -17.69% -7.01% 1.77% 5.65% 8.54%
Value ETF 12/10/01 -12.15% -2.07% 2.41% 5.72% 8.10%
Aggressive 04/05/00 -2.97% 11.68% 9.53% 10.88% 6.48%
Large-Cap Blend 10/26/00 1.87% 11.38% 10.26% 10.48% 6.29%
Small-Cap Growth 04/05/00 -7.21% 7.85% 2.55% 5.41% 5.44%
Large-Cap Growth 04/05/00 5.95% 17.32% 14.83% 12.18% 4.31%
Large-Cap Value 04/05/00 -13.86% -1.25% -3.05% 1.44% 2.86%

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