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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: July 15, 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 19.61% 8.50% 16.91% 15.40% 11.49%
Small-Cap Blend 10/26/00 7.99% -12.02% 9.37% 7.64% 10.59%
High Income 09/07/00 17.67% 11.18% 9.88% 7.56% 10.56%
Small-Cap Value 04/05/00 14.66% -5.13% 13.35% 8.84% 9.94%
Mid-Cap Value 04/05/00 21.86% -0.17% 8.46% 5.05% 9.70%
Moderate 04/05/00 11.14% -4.56% 9.43% 6.99% 9.60%
Growth ETF 12/10/01 27.14% 8.72% 15.23% 11.21% 9.40%
Mid-Cap Blend 10/26/00 17.35% 5.28% 9.63% 8.15% 9.08%
Value ETF 12/10/01 17.41% 2.71% 9.90% 8.07% 9.01%
Mid-Cap Growth 04/05/00 27.18% 6.44% 17.64% 11.77% 8.57%
Aggressive 04/05/00 24.04% 6.78% 14.31% 10.62% 6.59%
Large-Cap Blend 10/26/00 22.68% 10.96% 13.52% 10.10% 6.24%
MyPlanIQ SAA Growth 08/12/10 13.66% 7.81% 5.66% 4.40% 6.01%
Small-Cap Growth 04/05/00 15.54% -11.17% 11.16% 5.82% 5.76%
MyPlanIQ SAA Moderate 08/12/10 11.71% 7.03% 5.14% 4.19% 5.21%
MyPlanIQ SAA Balanced 08/12/10 12.08% 7.13% 6.00% 4.52% 5.15%
MyPlanIQ SAA Conservative 08/12/10 10.14% 7.08% 4.78% 3.90% 4.26%
Large-Cap Growth 04/05/00 29.13% 6.79% 16.50% 11.28% 3.89%
MyPlanIQ SAA Very Cons 08/12/10 7.40% 6.34% 3.62% 3.04% 3.37%
Large-Cap Value 04/05/00 13.81% -0.94% 3.41% 4.24% 3.31%

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