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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: April 17, 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 13.32% 12.08% 17.50% 14.41% 11.33%
Small-Cap Blend 10/26/00 14.75% -1.91% 14.29% 8.75% 11.10%
High Income 09/07/00 15.07% 14.36% 12.39% 8.10% 10.57%
Small-Cap Value 04/05/00 15.10% 4.44% 17.96% 9.91% 10.10%
Mid-Cap Value 04/05/00 24.00% 3.65% 10.90% 7.09% 9.92%
Moderate 04/05/00 14.36% -1.21% 12.00% 8.10% 9.89%
Growth ETF 12/10/01 20.71% 10.27% 15.02% 11.17% 9.21%
Mid-Cap Blend 10/26/00 14.75% 5.97% 10.09% 9.19% 9.07%
Value ETF 12/10/01 15.52% 3.78% 11.35% 8.81% 9.04%
Mid-Cap Growth 04/05/00 24.31% 18.90% 18.22% 12.14% 8.56%
Aggressive 04/05/00 20.02% 3.59% 16.12% 11.03% 6.49%
Small-Cap Growth 04/05/00 23.22% 1.80% 15.64% 7.25% 6.20%
Large-Cap Blend 10/26/00 16.69% 7.04% 12.52% 9.99% 6.04%
MyPlanIQ SAA Growth 08/12/10 9.29% 2.00% 5.87% 4.25% 5.71%
MyPlanIQ SAA Moderate 08/12/10 8.09% 2.46% 5.19% 4.01% 4.97%
MyPlanIQ SAA Balanced 08/12/10 8.32% 4.53% 5.75% 4.20% 4.88%
MyPlanIQ SAA Conservative 08/12/10 6.43% 4.04% 4.46% 3.49% 3.97%
Large-Cap Growth 04/05/00 20.22% 5.10% 14.64% 11.06% 3.55%
Large-Cap Value 04/05/00 15.68% -3.26% 4.38% 6.19% 3.43%
MyPlanIQ SAA Very Cons 08/12/10 4.58% 4.23% 3.24% 2.71% 3.15%

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